Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lutz is a registered representative with Bofa Securities, Inc. Brian has been in the securities industry for over three years. Brian is licensed in New York and holds the following licenses: Series 63, Series 79, and SIE. Brian was previously employed by WELLS FARGO SECURITIES, LLC.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
03/28/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NC
09/18/2018 - 09/15/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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