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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 Perrone is a financial advisor with over 28 years of experience in the industry. Brian currently works with Wells Fargo Clearing Services, LLC in the Hutchinson, Kansas office. Brian has extensive experience in providing financial advice to a range of clients including individuals, corporations and institutions. Brian is registered to provide investment advice in several states including Kansas, Texas, California, Colorado and several other states. Brian's professional qualifications include a Series 63, 65 and 7 as well as the Securities Industry Essentials Examination (SIE).
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
KS
11/21/2014 - Present
Wells Fargo Clearing Services, LLC (HUTCHINSON KS)
KS
05/23/2011 - 05/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA KS)
KS
01/01/2008 - 05/24/2011
WELLS FARGO ADVISORS, LLC (HUTCHINSON KS)
KS
04/25/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUTCHINSON KS)
NY
09/01/1994 - 04/16/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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