Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilcox is a registered representative with Cleveland Research Co. LLC. Brian has been in the industry since October 2021 and holds the Series 63, 86, 87, 7TO, and SIE licenses. Brian's firm specializes in equity research reports and serves primarily non-US investment managers.
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.
Equity research reports
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.
Subscription fees for research reports
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OH
11/01/2021 - Present
Cleveland Research Co. LLC (CLEVELAND OH)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/04/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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