Unclaimed
Brian Keith Wronko is a financial advisor with Wise Wealth, LLC. Brian has been in the financial industry since 2007. Brian is registered to provide investment advisory services in Texas and Mississippi. Brian is a registered representative with Creativeone Wealth, LLC. Brian is also a board member of Taste Project, a non-profit organization in Fort Worth, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/14/2023 - Present
Wise Wealth, LLC (FORT WORTH TX)
TX
04/07/2016 - 05/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
06/08/2007 - 03/23/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 12/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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