Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lee Shue is a financial advisor with Wells Fargo Clearing Services, LLC in Doylestown, PA. Brian has been working in the financial industry since 1987 and has a wide range of experience. Brian is registered with the state of Pennsylvania and holds the Series 7, 63, and 65 licenses. Brian specializes in providing financial planning and investment management services to individuals, families, and businesses. Brian has a proven track record of 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
PA
03/27/2015 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
PA
06/01/2009 - 04/07/2015
MORGAN STANLEY (JENKINTOWN PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JENKINTOWN PA)
PA
02/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (JENKINTOWN PA)
NY
12/04/1995 - 02/08/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/26/1987 - 12/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General 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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