Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wodar is a financial advisor with Bessemer Investor Services, Inc. in Naples, Florida. Brian has been in the financial services industry since 1998. Brian holds the Series 7, Series 31, Series 63, and Series 65 licenses. Brian is registered to conduct business in 27 states. Brian previously worked with Sanford C. Bernstein & Co., LLC in West Palm Beach, Florida and Sanford C. Bernstein & Co., Inc. in New York, New York.
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.
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.
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2
FL
11/12/2020 - Present
Bessemer Investor Services, Inc. (NAPLES FL)
FL
12/07/2000 - 09/11/2020
SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)
NY
02/18/1998 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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