Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Magnan is a financial advisor with over 30 years of experience in the industry. Brian is registered with Wells Fargo Advisors Financial Network, LLC, and has offices in Oak Brook, IL and Naperville, IL. Brian is a Certified Financial Planner and holds the Series 31, Series 7, and Series 63 securities licenses. Brian has previously worked with Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Rodman & Renshaw Inc., and Sovereign Equity Management Corp. Brian specializes in providing financial planning and investment consulting services to individuals, businesses, and institutional clients.
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.
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2
IL
04/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
IL
07/01/2003 - 04/27/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
NY
09/02/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
08/24/1993 - 01/18/1994
RODMAN & RENSHAW INC. (CHICAGO IL)
FL
07/15/1992 - 08/05/1993
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
IA
Issued 05/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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