Unclaimed
Brian McVeety is a financial advisor with Wells Fargo Securities, LLC in Boston, MA. Brian is a registered representative of FINRA and a registered investment advisor in 53 states. Brian has been in the industry since 2017 and has worked at Deutsche Bank Securities Inc. and Wells Fargo Securities, LLC. Brian has earned the Series 79, SIE and Series 63 licenses.
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.
1
2
MA
10/09/2023 - Present
Wells Fargo Securities, LLC (BOSTON MA)
NY
09/03/2015 - 08/17/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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