Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wise is a financial advisor at LPL Financial LLC. Brian has been in the industry since March 9, 2009. Brian has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brian is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Brian is registered to provide investment advisory services in Florida, Indiana, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
FL
10/21/2021 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
12/24/2019 - 07/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (ORLANDO FL)
FL
08/04/2015 - 07/11/2019
WELLS FARGO CLEARING SERVICES, LLC (OCALA FL)
FL
11/03/2014 - 07/29/2015
J.P. MORGAN SECURITIES LLC (LADY LAKE FL)
FL
07/15/2013 - 09/19/2014
EDWARD JONES (OCALA FL)
FL
07/26/2012 - 05/02/2013
MORGAN STANLEY (THE VILLAGES FL)
CA
08/15/2011 - 04/18/2012
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
11/20/2007 - 07/01/2011
WELLS FARGO ADVISORS, LLC (OCALA FL)
IA
Issued 08/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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