Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wells is a financial advisor registered with Equitable Advisors, LLC since July 2016. Prior to this, Brian Wells was registered with MSI FINANCIAL SERVICES, INC., Metlife Securities, Inc., Axa Advisors, LLC, The Equitable Life Assurance Society of the United States, Sunamerica Securities, Inc., and L.C. Wegard & Co., Inc. Brian Wells holds Series 7, Series 63, Series 24 and SIE licenses. Brian Wells offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
07/22/2016 - Present
Equitable Advisors, LLC (SOUTHAMPTON PA)
PA
07/06/2016 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
PA
02/04/2011 - 07/01/2016
METLIFE SECURITIES, INC (PHILADELPHIA PA)
PA
12/19/1996 - 02/10/2011
AXA ADVISORS, LLC (PHILADELPHIA PA)
NY
12/19/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
AZ
10/14/1996 - 12/04/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
07/26/1993 - 11/22/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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