Unclaimed
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 registered with Stifel, Nicolaus & Company, Inc. in STOCKTON, CA. Brian has been working in the financial services industry for over 20 years and holds the Series 7 and Series 63 licenses. Brian provides a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. Brian is committed to providing clients with personalized advice and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/18/2021 - Present
Stifel, Nicolaus & Company, Inc. (STOCKTON CA)
CA
06/01/2009 - 06/10/2016
MORGAN STANLEY (STOCKTON CA)
CA
02/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STOCKTON CA)
CA
01/01/2008 - 02/07/2008
WACHOVIA SECURITIES, LLC (STOCKTON CA)
CA
03/22/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (STOCKTON CA)
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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