Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Webber is a financial advisor with American Discovery Advisors, LLC. Brian has been in the financial services industry since 1996 and holds the Series 7, Series 63, and Series 24 securities licenses. Brian is registered with the state of California. Brian has experience with UBS Securities LLC and MOELIS & COMPANY LLC.
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.
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.
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2
CA
09/26/2018 - Present
American Discovery Advisors, LLC (Los Angeles CA)
CA
05/14/2010 - 04/19/2016
MOELIS & COMPANY LLC (LOS ANGELES CA)
CA
03/28/2001 - 05/06/2010
UBS SECURITIES LLC (LOS ANGELES CA)
NY
11/03/2000 - 01/23/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
09/08/1993 - 01/23/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 03/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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