Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wahlfeld is a financial professional who has been active in the industry since 1996. Brian is registered with Stonex Advisors Inc. Brian's experience includes working with clients of various types, including individuals, corporations and charitable organizations. Brian provides financial planning services as well as portfolio management services for individuals and businesses. Brian also offers educational seminars and selects other advisors when necessary.
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.
Financial consulting services
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/30/2016 - Present
Stonex Advisors Inc. (Naples FL)
NY
04/24/2002 - 08/17/2009
EMMETT A LARKIN COMPANY, INC. (MEDFORD NY)
NJ
07/07/1999 - 05/16/2002
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NJ
06/15/1999 - 07/07/1999
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
08/13/1997 - 01/21/1998
J. B. HANAUER & CO. (PARSIPPANY NJ)
FL
05/30/1997 - 06/23/1997
TAJ GLOBAL EQUITIES, INC. (TAMPA FL)
FL
02/26/1997 - 05/30/1997
BRAUER & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
08/10/1995 - 02/21/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NY
05/10/1995 - 07/20/1995
VTR CAPITAL, INC. (NEW YORK NY)
NY
03/29/1995 - 05/11/1995
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NY
01/20/1995 - 03/28/1995
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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