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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 Gurbarg is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Brian has been in the financial services industry since 2005. Brian holds both Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor license. Brian is registered in Pennsylvania. Brian has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, insurance companies, and charitable organizations. Brian's current firm, Wells Fargo Advisors Financial Network, LLC, has been in business since 2005 and is a registered investment advisor with the Securities and Exchange Commission.
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
PA
01/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Conshohocken PA)
PA
05/17/2005 - 01/16/2024
WELLS FARGO CLEARING SERVICES, LLC (CONSHOHOCKEN PA)
IA
Issued 09/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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