Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robert Worley is a financial advisor registered with Wi Partners, LLC. Brian is a Chartered Financial Analyst and has been working in the industry since 2010. Brian has been registered with the state of Massachusetts since 2023 and holds the Series 7 and Series 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
05/09/2023 - Present
WI Partners, LLC (BOSTON MA)
MA
01/03/2001 - 02/02/2010
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
RI
11/01/1996 - 08/18/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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