Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wettlaufer is a registered representative and investment advisor representative with Next Financial Group, Inc. Brian has been in the financial industry since October 24, 1987. Brian is also registered with Securities America, Inc., LPL FINANCIAL LLC, SECURITY FIRST FINANCIAL, INC. and HEMISPHERE CAPITAL CORPORATION. Brian has a strong background in financial planning and portfolio management, and is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Brian's experience and expertise make him a valuable resource for clients seeking investment advice.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
FL
05/10/2021 - Present
Next Financial Group, Inc. (Hutchinson Island FL)
NY
04/15/2016 - 08/16/2019
LPL FINANCIAL LLC (WILLIAMSVILLE NY)
NY
07/02/1993 - 04/18/2016
SECURITIES AMERICA, INC. (BUFFALO NY)
CA
04/24/1992 - 10/19/1992
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NE
01/31/1992 - 04/14/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
12/23/1986 - 12/19/1991
HEMISPHERE CAPITAL CORPORATION (NEW YORK NY)
BOTH
Issued 11/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Wettlaufer is the right advisor for you? Invested Better is here to help.
