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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 Uhlinger is a financial advisor who has been in the industry since December 2009. Brian is currently registered with Wells Fargo Advisors Financial Network, LLC in Pennsylvania and Texas. Brian has experience working with high-net-worth individuals, corporations, and institutional clients. Brian also has a strong understanding of financial planning and investment management. In addition to the services offered through Wells Fargo Advisors Financial Network, LLC, Brian also provides investment related services through Fair Winds Wealth Strategies, LLC.
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
PA
12/06/2021 - Present
Wells Fargo Advisors Financial Network, LLC (DUNCANSVILLE PA)
PA
12/07/2009 - 10/08/2021
WELLS FARGO CLEARING SERVICES, LLC (HOLLIDAYSBURG PA)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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