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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wagner is a registered investment advisor representative with J. W. Cole Advisors, Inc.. Brian has been in the financial services industry since 1999. Brian has earned the Series 6, 7, 26 and 63 licenses as well as the SIE and Series 65 exams. Brian is currently registered with the state of Florida, North Carolina, Pennsylvania, Texas, and Virginia. Prior to joining J. W. Cole Advisors, Inc., Brian was a representative for PARK AVENUE SECURITIES LLC and METLIFE SECURITIES INC.. Brian provides a range of financial planning services to individuals, businesses, and charitable organizations. Brian also provides hourly and fixed rate consulting services. Brian is dedicated to helping clients achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/01/2017 - Present
J. W. Cole Advisors, Inc. (BETHLEHEM PA)
PA
10/03/2002 - 10/18/2017
PARK AVENUE SECURITIES LLC (NAZARETH PA)
MA
08/25/1999 - 08/30/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/25/1999 - 08/30/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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