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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 Earle Weinkle is a financial advisor with Wells Fargo Clearing Services, LLC, a large, well-established firm. Brian has been in the financial industry since 1992 and holds licenses in North Carolina, South Carolina and Texas. He is a registered representative and investment advisor representative. Brian previously worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. He is also active in the real estate business. Brian's specialties include retirement planning, education planning, investment management and estate planning. He primarily serves individuals, families and businesses.
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.
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2
NC
09/04/2015 - Present
Wells Fargo Clearing Services, LLC (ASHEVILLE NC)
NC
06/01/2009 - 09/30/2015
MORGAN STANLEY (ASHEVILLE NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ASHEVILLE NC)
NC
03/13/1992 - 04/02/2007
MORGAN STANLEY DW INC. (ASHEVILLE NC)
IA
Issued 05/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1992
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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