Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zerr is a financial advisor with over 26 years of experience in the financial services industry. Brian is currently registered with Wells Fargo Advisors Financial Network, LLC and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Brian holds several licenses and certifications, including Series 3, 7, 8, 9, 10, 63 and 65, and is also a Certified Financial Planner. Brian has a history of working with a range of clients, including individuals, families, businesses, pension and profit-sharing plans, and charitable organizations. Brian’s specializations include retirement planning, investment management, and estate planning.
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.
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MO
10/22/2020 - Present
Wells Fargo Advisors Financial Network, LLC (JEFFERSON CITY MO)
MO
01/01/2008 - 10/22/2020
WELLS FARGO CLEARING SERVICES, LLC (JEFFERSON CITY MO)
MO
09/05/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JEFFERSON CITY MO)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/31/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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