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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 Lynn Weese is an investment advisor representative with Newedge Advisors. Brian has been in the financial services industry since June 1991. Brian specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Brian has previously worked for Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc. Brian has passed the Series 3, Series 7, Series 63, and Series 65 exams and has held registrations in California, Texas, and Utah. Brian has a total of 141 clients with approximately $10 billion - $50 billion in assets under management.
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.
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
UT
09/30/2021 - Present
Newedge Advisors (Farmington UT)
UT
02/22/2008 - 05/17/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
09/14/2006 - 02/26/2008
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
UT
06/18/1991 - 09/28/2006
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
IA
Issued 09/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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