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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 Grahek is an advisor with Wells Fargo Advisors Financial Network, LLC, with over 27 years of experience in the financial services industry. Brian has been an active registered representative since March 28, 1996. Brian specializes in portfolio management, financial planning, and investment consulting services to both individual and institutional clients. Brian has been with Wells Fargo Advisors Financial Network, LLC since November 13, 2018. Prior to that, Brian was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Wachovia Securities, LLC and Principal Financial Securities, Inc.
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.
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2
MN
11/13/2018 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
01/16/2009 - 11/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
MN
10/17/2003 - 01/27/2009
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MO
05/11/1998 - 11/17/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
03/29/1996 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 06/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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