Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Reichenberger is a financial advisor with over 27 years of experience in the financial services industry. Brian currently works with Wells Fargo Clearing Services, LLC. Brian holds a series of licenses including Series 7, Series 31, Series 52, and Series 63. Brian also holds a Series 65 license and is registered to provide investment advisory services in Florida, Illinois, and Minnesota. Brian also holds the designation Certified Financial Planner and works with a wide range of clients including high net worth individuals, individuals other than high net worth, corporations, and other businesses, charitable organizations, pension and profit sharing plans, and insurance companies.
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.
1
2
MN
11/01/2013 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON MN)
MI
04/26/1996 - 12/06/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 52 - Municipal 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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