Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wynne is a financial advisor with over 14 years of experience in the financial services industry. Brian is currently registered with Newedge Advisors in Louisiana and Texas. Prior to joining Newedge Advisors, Brian was a financial advisor with J.P. Morgan Securities LLC in Baton Rouge, Louisiana and Banc One Securities Corporation in Chicago, Illinois. Brian specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Brian also provides investment advisory services through GWM Advisors LLC, an independent investment advisor firm.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
09/19/2019 - Present
Newedge Advisors (New Orleans LA)
LA
09/10/2009 - 11/02/2016
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
IL
12/20/2003 - 01/18/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 01/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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