Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wasson is a financial advisor with over 15 years of experience in the financial services industry. Brian is currently registered with Ameriprise Financial Services, LLC and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Brian has worked at various firms throughout his career, including BBVA Securities Inc., PNC Investments, and WM Financial Services, Inc. Brian specializes in providing asset allocation services, financial planning, and portfolio management for individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
TX
08/19/2022 - Present
Ameriprise Financial Services, LLC (Keller TX)
TX
08/16/2021 - 08/22/2022
PNC INVESTMENTS (FORT WORTH TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (FORT WORTH TX)
TX
06/30/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GRAPEVINE TX)
TX
09/05/2008 - 04/17/2009
MML INVESTORS SERVICES, INC. (HOUSTON TX)
TX
04/07/2005 - 09/26/2006
WM FINANCIAL SERVICES, INC. (HOUSTON TX)
IL
05/12/2004 - 02/01/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 03/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Wasson is the right advisor for you? Invested Better is here to help.
