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 Wagnon is a financial advisor with Facet, registered with the state of Texas and Washington. Brian has over 10 years of experience in the financial services industry and holds the Series 7 and Series 66 licenses as well as the SIE designation. Brian is a Certified Financial Planner and provides financial planning and portfolio management services to individuals and high-net-worth clients. Brian previously worked at CETERA INVESTMENT SERVICES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Spokane, Washington.
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.
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.
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2
MD
09/15/2020 - Present
Facet (BALTIMORE MD)
WA
02/05/2015 - 04/01/2016
CETERA INVESTMENT SERVICES LLC (SPOKANE WA)
WA
06/10/2011 - 02/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
BOTH
Issued 06/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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