Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Willenborg is a financial advisor with over 40 years of experience in the industry. Brian is registered with Nwf Advisory Services Inc. and is licensed to offer securities and investment advisory services in several states. Brian has a strong background in financial planning, portfolio management, and pension consulting. Brian is a Certified Financial Planner and holds a Series 6, 7, 22, 24, and 63 license. Brian has worked with Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Brian is committed to providing personalized financial advice and guidance to help 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
CA
02/27/2017 - Present
NWF Advisory Services Inc. (San Mateo CA)
NA
06/22/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/26/1982 - 06/23/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/25/1981 - 04/19/1982
WADDELL & REED, INC.
BC
Issued 05/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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