Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilson is a financial advisor with MWA Financial Services Inc., a firm based in Rock Island, Illinois. Brian has been a financial advisor for over 15 years and has a wide range of experience in the industry. Brian provides a variety of financial services to individuals, businesses and charitable organizations. Brian is registered with the state of Kentucky, where he focuses on financial planning, portfolio management and the selection of other financial advisors.
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.
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.
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2
KY
03/11/2024 - Present
MWA Financial Services Inc. (Lexington KY)
KY
08/09/2018 - 09/07/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LEXINGTON KY)
KY
02/22/2016 - 08/01/2018
MML INVESTORS SERVICES, LLC (LEXINGTON KY)
TN
03/26/2008 - 08/15/2011
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
NE
06/20/2001 - 02/02/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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