Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stork is a financial advisor with Edward Jones. Brian has been in the financial industry for over 20 years. He holds a Series 6, 7, 63, and 65 licenses and has a bachelor's degree from the University of Nebraska-Lincoln. Brian has specialized in financial planning, portfolio management, and retirement planning for individuals, businesses, and organizations. Brian provides comprehensive financial advice and services to help clients achieve their financial goals. Brian is committed to providing personalized service and building long-term relationships with 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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NE
04/05/2023 - Present
Edward Jones (LINCOLN NE)
KS
01/14/2003 - 08/12/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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