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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Karl Steidinger is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Brian has been in the financial services industry since 2011. Brian has passed the Series 66, Series 7, and SIE exams. Brian's office is located in Fort Worth, Texas and Brian is registered to offer securities and investment advisory services in Alabama, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kansas, Mississippi, South Carolina, Tennessee, Texas, and Wisconsin. Brian has experience in providing financial advice to individuals, businesses, and institutions. Brian also has experience in portfolio management, financial planning, and investment consulting. Brian specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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
TX
09/19/2011 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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