Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wolfensperger is a financial advisor who has been in the industry since March 2014. Brian is currently registered with Symetra Securities, Inc. and holds Series 6, 7TO, and SIE licenses. Brian has been licensed and registered in 11 states including Colorado, Florida, Georgia, Nevada, New Mexico, Pennsylvania, Texas, Utah, Virginia, Washington, and Wisconsin. Brian was previously registered with Jackson National Life Distributors LLC.
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.
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.
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2
WA
03/16/2021 - Present
Symetra Securities, Inc. (BELLEVUE WA)
CO
01/14/2014 - 01/06/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 02/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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