Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Beck is an investment advisor representative with Wmgna, a firm based in Farmington, CT. Brian has been in the financial services industry since 1992, working with both individual clients and high-net-worth individuals. Wmgna offers a range of financial planning and portfolio management services. In addition to their work with Wmgna, Brian is also involved in several other businesses, including a self-insurance business, asset based lending and rental property. Brian holds several licenses and certifications, including Series 6, 7, 24, 63 and 65, and has been registered in multiple states.
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.
Helps you choose top advisors aligned with your financial goals.
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
CT
05/14/2021 - Present
Wmgna (Farmington CT)
CT
11/05/2014 - 08/23/2024
TRIAD ADVISORS LLC (Farmington CT)
CT
04/23/2009 - 11/06/2014
NATIONAL PLANNING CORPORATION (FARMINGTON CT)
CT
02/21/2003 - 05/01/2009
SECURITIES AMERICA, INC. (FARMINGTON CT)
TN
06/29/1995 - 02/25/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
03/11/1993 - 11/08/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
11/13/1992 - 03/16/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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