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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 Snelson is a financial advisor with over 28 years of experience in the financial services industry. Brian has a wide range of experience, having previously worked at companies like Wells Fargo Advisors, LLC, Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Brian is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides a variety of financial services to individuals, businesses, and institutional clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
12/16/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY MA)
MA
05/17/2011 - 05/21/2012
WELLS FARGO ADVISORS, LLC (CHELMSFORD MA)
MA
01/01/2008 - 07/01/2010
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
03/17/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
08/30/1996 - 11/02/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
04/28/1994 - 07/24/1996
NASL FINANCIAL SERVICES, INC. (BOSTON MA)
NJ
03/02/1993 - 03/08/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 6/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 2/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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