Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Richard Buzun is a financial advisor with over 18 years of experience in the industry. Brian is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Previously, Brian worked with SunTrust Investment Services, Inc. and Citigroup Global Markets Inc. Brian is licensed in multiple states and holds Series 7, 26, and 66 licenses. Brian offers financial planning services, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
GA
09/21/2023 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
02/27/2008 - 10/12/2010
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
12/01/2005 - 01/07/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NJ
08/08/2005 - 11/16/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
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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