Unclaimed
Brian Larson is a financial advisor with Fidelity Brokerage Services LLC. Brian has been in the financial services industry since April 16, 2005. Brian is licensed to provide investment advice in 53 states and the District of Columbia. Fidelity Brokerage Services LLC is a registered broker-dealer and investment advisor.
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.
1
2
UT
01/10/2020 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
01/03/2011 - 02/27/2017
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
03/03/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
11/16/2005 - 02/06/2006
MORGAN STANLEY DW INC. (WEST VALLEY UT)
CA
09/29/2004 - 11/07/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/27/2002 - 10/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
RI
05/16/2001 - 08/29/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Brian Larson is the right advisor for you? Invested Better is here to help.