Unclaimed
Brian Hackmeister is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since 2014. Brian is a registered representative in California and Missouri. Brian holds the Series 4, 7, 9, 10, 57, 63 and 66 licenses. Brian also has experience with FIRST CLEARING, LLC, and has previously held the position of Financial Advisor.
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.
1
2
CA
07/13/2018 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
MO
02/09/2016 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
09/04/2014 - 02/10/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 57 - Securities Trader Exam
BC
Issued 09/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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