Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bostancic is a financial advisor registered with Wells Fargo Clearing Services, LLC. Brian has been in the industry since November 2011 and has experience at a number of firms including Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Brian holds Series 6, 7, 63, and 66 licenses as well as the SIE. Brian specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors.
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.
1
2
PA
06/03/2022 - Present
Wells Fargo Clearing Services, LLC (NEW HOPE PA)
PA
04/03/2015 - 06/03/2022
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
10/12/2012 - 04/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
PA
10/10/2011 - 09/18/2012
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BOTH
Issued 12/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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