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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 Scott Treger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in FORT WORTH, TX. Brian has been a financial advisor since 2001, specializing in investment advisory services, portfolio management for individuals and businesses, and pension consulting. Brian's expertise includes a range of investment products, including securities, futures, and options. Brian is also registered as an investment advisor representative in Texas. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Brian was a financial advisor at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Brian is committed to providing his clients with personalized financial advice and guidance to help them 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.
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
TX
09/04/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
01/01/2008 - 09/09/2015
WELLS FARGO ADVISORS, LLC (FORT WORTH TX)
TX
10/04/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WORTH TX)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2001
Series 7 - General Securities 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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