Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Polk is a financial advisor with over a year of experience in the industry. Brian is currently registered with J.p. Morgan Securities LLC in Madison, Alabama. Previously, Brian was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC. Brian holds the Series 63, Series 6TO, and SIE licenses. Brian specializes in providing financial advice and portfolio management services to individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AL
05/26/2023 - Present
J.p. Morgan Securities LLC (Madison AL)
AL
11/02/2022 - 05/23/2023
WELLS FARGO CLEARING SERVICES, LLC (MADISON AL)
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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