Unclaimed
Brian Michael Hahn is a financial professional with over 5 years of experience in the industry. Brian is currently registered with Wells Fargo Clearing Services, LLC, which is a financial institution with over 14,000 licensed agents, 15,000 investment advisor representatives, and 19,000 registered representatives. Prior to joining Wells Fargo, Brian was with FIRST CLEARING, LLC. Brian has earned the Series 99 and Securities Industry Essentials licenses. Brian has a track record of providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
12/23/2013 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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