Unclaimed
Brian Re is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Symetra Securities, Inc. and is licensed in all 50 states. Brian has previously been affiliated with firms including Wells Fargo Clearing Services, LLC, Foresters Financial Services, Inc., Forethought Distributors, LLC, CUNA Brokerage Services, Inc., Destra Capital Investments LLC, Transamerica Capital, Inc., USAllianz Investor Services, LLC, Jefferson Pilot Securities Corporation, Guardian Investor Services LLC, and Sun Life of Canada (U.S.) Distributors, Inc.
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.
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.
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2
WA
02/28/2022 - Present
Symetra Securities, Inc. (BELLEVUE WA)
MO
06/17/2021 - 11/03/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NJ
01/23/2015 - 09/27/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
CT
04/03/2013 - 12/17/2014
FORETHOUGHT DISTRIBUTORS, LLC (HARTFORD CT)
NC
02/04/2013 - 03/14/2013
CUNA BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MT
07/25/2012 - 01/30/2013
DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)
CO
04/27/2006 - 04/13/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MN
06/23/2003 - 04/20/2006
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
IN
02/14/2003 - 06/30/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
10/17/2000 - 04/24/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
12/01/1997 - 07/13/2000
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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