Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Buetel is a financial advisor who has been active in the industry since August 1, 1983. Brian is currently registered with UBS Financial Services Inc. and has been with the firm since November 2016. Brian previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, RLR Securities Group, Inc. and Blinder, Robinson & Co.,Inc. Brian holds Series 63, 65, 7 and SIE licenses and has a broad range of experience. Brian provides a variety of services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
11/10/2016 - Present
UBS Financial Services Inc. (BOCA RATON FL)
FL
08/28/1984 - 11/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
NA
10/18/1983 - 06/19/1984
RLR SECURITIES GROUP, INC.
NA
03/23/1983 - 08/15/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 04/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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