Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bourdon is an active investment advisor representative registered with Wells Fargo Clearing Services, LLC. Brian's career in the financial services industry began on December 7, 2004. Brian is also registered as an investment advisor representative with Wells Fargo Clearing Services, LLC in Virginia. Brian has been with Wells Fargo Clearing Services, LLC since January 2020. Previously, Brian worked with Truist Investment Services, INC. and NYLIFE Securities LLC. Brian is registered in Maryland, Virginia and the District of Columbia. Brian has earned licenses Series 6, 7, 9, 10, 63, 65 and SIE.
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
MD
06/27/2024 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
VA
06/09/2022 - 10/31/2023
TRUIST INVESTMENT SERVICES, INC. (MCLEAN VA)
VA
02/07/2020 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (ASHBURN VA)
MD
02/13/2019 - 12/12/2019
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
11/23/2016 - 03/07/2018
SCOTTRADE, INC. (BURTONSVILLE MD)
MD
04/08/2015 - 11/06/2016
CUNA BROKERAGE SERVICES, INC. (BETHESDA MD)
VA
06/01/2009 - 03/01/2010
ALLSTATE FINANCIAL SERVICES, LLC (CENTREVILLE VA)
VA
04/02/2002 - 02/12/2007
FERRIS, BAKER WATTS INCORPORATED (MCLEAN VA)
GA
05/26/2000 - 10/24/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
06/11/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NC
04/05/1999 - 05/11/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
07/16/1998 - 02/26/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2009
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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