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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 F Wilder is a financial advisor with over 20 years of experience in the financial industry. Brian has been registered with Morgan Stanley since 2020. Prior to that, Brian worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.. Brian holds the following licenses: Series 6, Series 7, Series 63, Series 66 and SIE. Brian specializes in a variety of investment services including financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and asset allocation advice. Brian is registered to provide investment advice in several states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
05/14/2020 - Present
Morgan Stanley (Boston MA)
MA
01/17/2001 - 09/27/2011
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
RI
04/20/2000 - 01/17/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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