Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keith Zirkle is a financial advisor with over 20 years of experience in the industry. Brian has held various roles at prominent firms such as WELLS FARGO ADVISORS, LLC and DMG SECURITIES, INC. Brian currently works at Stifel, Nicolaus & Company, Inc. Brian is licensed to provide financial advice in Missouri and Virginia.
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.
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
VA
06/21/2016 - Present
Stifel, Nicolaus & Company, Inc. (RICHMOND VA)
MO
01/18/2002 - 04/07/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
VA
07/26/1995 - 09/14/1995
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 05/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/27/2006
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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