Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Courisky is a financial advisor in Frontenac, MO, and is currently registered with Wells Fargo Clearing Services, LLC. Brian has been working in the financial industry since August 2003. Brian is a registered representative and investment advisor representative. Brian is a series 7, 9, 10, 63, 65, and SIE licensed professional. Brian previously held registrations with SCOTTRADE, INC. and A. G. EDWARDS & SONS, INC.
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.
Investment consulting services to institutional clients
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.
1
2
MO
06/12/2020 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
04/13/2004 - 09/05/2012
SCOTTRADE, INC. (ST. LOUIS MO)
MO
10/06/2000 - 03/25/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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