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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stewart is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Brian has been in the financial industry since August 20, 1985, and has been with Wells Fargo Advisors Financial Network, LLC since July 2013. Brian holds several securities licenses including Series 3, 7, 8, 63, and 65. Brian has experience with a variety of financial products and services, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Brian is registered in several states, including California, Texas, South Carolina, Kentucky, Nevada, Washington, Arizona, and Ohio.
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
SC
07/26/2013 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
CA
06/01/2009 - 08/21/2013
MORGAN STANLEY (IRVINE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
08/21/1985 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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