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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 Feinberg is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brian has been in the industry since 1984. Brian has a strong background in securities, investment company products and variable contracts. Brian is registered with the Securities and Exchange Commission and is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. Brian has previously been employed by Oppenheimer & Co. Inc., CIBC World Markets Corp., and First Investors Corporation. Brian is dedicated to helping clients achieve their financial goals.
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
NY
02/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH NY)
NY
01/03/2003 - 02/09/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
01/16/1986 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
01/03/1984 - 11/07/1985
FIRST INVESTORS CORPORATION
IA
Issued 11/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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