Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stevenson is a financial advisor at Wells Fargo Clearing Services, LLC in Dublin, OH. Brian has over 30 years of experience in the financial services industry. Brian has a Series 7, 31, and 63 license as well as a Series 65. Brian is registered in 27 states. Brian provides a wide range of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other advisory services.
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
OH
01/22/2016 - Present
Wells Fargo Clearing Services, LLC (DUBLIN OH)
OH
06/01/2009 - 02/05/2016
MORGAN STANLEY (DUBLIN OH)
OH
08/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DUBLIN OH)
OH
07/20/1988 - 08/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER ARLINGTON OH)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1988
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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