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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 G Cheney is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a company that provides investment consulting services to institutional clients. Brian has been in the financial industry since 2005. Brian has been registered with Wells Fargo Advisors Financial Network, LLC since 2021 and has been registered in Nevada since 2021 and in Texas since 2021. Brian's previous affiliations include Morgan Stanley and Goldman Sachs & Co. LLC. Brian is a Registered Representative and an Investment Advisor Representative, has a Series 66 license, and holds a Series 7, 9, 10, and 99TO licenses. Brian holds a SIE license and is a Series 66 licensee. Brian is also an adjunct professor at the University of Nevada Reno where Brian teaches Fundamentals of Investing.
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
NV
03/26/2021 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
NV
03/25/2019 - 04/16/2021
MORGAN STANLEY (RENO NV)
NY
12/06/2005 - 04/17/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 08/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2019
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 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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