Unclaimed
Brian Wakefield is a registered representative with Mutual Trust Asset Mgmt., Inc. Brian has been in the industry since January 2019. Brian has a Series 7TO and SIE license. Brian also holds a Series 66 license. Brian is registered to offer investment advice in Florida, Georgia, Massachusetts, and North Carolina. Brian is currently licensed to offer investment advice in Florida. Brian specializes in financial planning and wealth management. Brian is also a tax preparer and offers estate planning services. Brian has been recognized as a leader in the industry and has been featured in numerous publications. Brian is committed to providing his clients with the highest level of service and expertise. Brian is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate & financial planning
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.
Financial planning & advisory
1
2
FL
12/06/2024 - Present
Mutual Trust Asset Mgmt., Inc. (Ocala FL)
FL
01/28/2019 - 01/16/2024
EDWARD JONES (OCALA FL)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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