Unclaimed
Brian Williamson is a licensed investment advisor representative with W&S Brokerage Services, Inc. based in Ontario, OH. Brian has been in the securities industry since June 2013. Brian's firm provides portfolio management for individuals and selection of other advisors, and they manage over $122 million in assets. Brian has successfully passed the Series 6 and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/10/2013 - Present
W&S Brokerage Services, Inc. (ONTARIO OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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