Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Wolf is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Brian is a licensed investment professional who has been working in the industry since 2015. Brian has a Series 7, Series 66, and SIE license. Brian is registered to provide investment advice in 42 states. Brian is also a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Brian has experience providing financial planning, portfolio management, and investment consulting services to individual 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
FL
07/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
09/24/2015 - 07/21/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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