Unclaimed
Brian Robison is a financial advisor with over 20 years of experience in the industry. Brian has a wide range of experience, having worked for several firms including Edward Jones, Zions Investment Securities, Inc. and Wells Fargo Clearing Services, LLC. Brian holds both Series 63 and Series 65 licenses, as well as Series 7 and Series 52. Brian is currently registered with Wells Fargo Clearing Services, LLC. Brian is a Registered Representative and Investment Advisor Representative.
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
UT
06/23/2021 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
NV
05/02/2009 - 07/20/2011
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
08/12/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (LAS VEGAS NV)
NE
10/09/2003 - 08/04/2004
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
UT
05/23/2001 - 10/02/2003
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
MO
03/30/1999 - 05/10/2001
EDWARD JONES (ST. LOUIS MO)
UT
06/25/1997 - 04/08/1999
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
MI
03/12/1997 - 05/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1997
Series 52 - Municipal 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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