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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilkinson is a financial advisor at Nations Financial Group, Inc. Brian has been in the industry since 1992, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Brian is a registered representative and investment advisor representative with the state of Iowa and holds several industry licenses including Series 7, 6, 55, 66, 53, 24, 52TO, 57TO, and 99TO. Brian is dedicated to providing financial planning and investment management services to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
01/04/2002 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
FL
05/04/1998 - 06/04/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
06/21/1995 - 04/30/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NJ
04/13/1995 - 06/16/1995
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IA
09/14/1993 - 04/20/1995
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
VA
08/20/1992 - 07/12/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 11/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/30/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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