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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 Thomas D'amico is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been in the financial services industry since 1995 and has a broad range of experience working with individuals, businesses, and institutions. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Brian has previously worked for American Express Financial Advisors Inc., IDS Life Insurance Company, Liberty Securities Corporation, and First Union Brokerage Services, Inc. Brian's firm offers investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management services for individuals and businesses.
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
07/12/2018 - Present
Wells Fargo Clearing Services, LLC (WEST CHESTER PA)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/08/1997 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
08/30/1995 - 02/19/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/30/1995 - 02/19/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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