Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sukay is a financial advisor with over 35 years of experience in the industry. Brian currently works at Wells Fargo Advisors Financial Network, LLC, where Brian is a registered representative. Prior to joining Wells Fargo Advisors Financial Network, LLC, Brian worked at Wells Fargo Clearing Services, LLC, Morgan Stanley, and UBS Financial Services Inc. Brian holds Series 6, 7, 63, and 66 licenses. Brian is licensed in several states, including Pennsylvania, Florida, and Texas. Brian provides financial planning and investment management services to individual 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.
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.
1
2
PA
07/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENSBURG PA)
PA
03/21/2014 - 07/19/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENSBURG PA)
PA
06/01/2009 - 04/02/2014
MORGAN STANLEY (GREENSBURG PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENSBURG PA)
PA
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (GREENSBURG PA)
PA
11/02/1989 - 03/06/2007
UBS FINANCIAL SERVICES INC. (GREENSBURG PA)
NA
08/03/1987 - 11/17/1987
THE CODRICK FINANCIAL GROUP, INC.
BOTH
Issued 07/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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