Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nelson is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been in the financial services industry for over 24 years. Brian is registered with the state of Oregon and holds Series 63, 66, 7 and SIE licenses. Brian specializes in providing investment consulting services to institutional clients, financial planning, portfolio management for businesses and individuals and pension consulting. Brian has been associated with Wells Fargo Advisors LLC since December 2009.
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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2
OR
12/15/2009 - Present
Wells Fargo Clearing Services, LLC (PORTLAND OR)
OR
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
04/12/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
MO
11/18/1998 - 04/19/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1998
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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