Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bello is an investment advisor representative with Wells Fargo Clearing Services, LLC, with over 18 years of experience in the industry. Brian has held positions at Morgan Stanley, UBS Financial Services Inc., and Wells Fargo Clearing Services, LLC. Brian is licensed to provide financial services in multiple states, including Connecticut, Texas, and others. Brian holds the Series 66, Series 7, and SIE licenses and specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for both individuals and businesses.
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
CT
03/13/2019 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
08/21/2009 - 02/22/2019
MORGAN STANLEY (WESTPORT CT)
CT
09/14/2005 - 09/02/2009
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 11/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2005
Series 7 - General Securities 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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