Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wayne Wilson has over 20 years of experience in the financial services industry. Wilson is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Wilson provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wilson has held previous registrations with firms including VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., AXA ADVISORS, LLC, MWA FINANCIAL SERVICES, INC., and LOCUST STREET SECURITIES, INC. Wilson is a Series 7, Series 6, Series 63, Series 65, and Series 26 licensed professional. Wilson is also a Notary Public.
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.
1
2
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (ROANOKE VA)
VA
04/06/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ROANOKE VA)
VA
10/27/2008 - 03/25/2009
ING FINANCIAL PARTNERS, INC. (CHRISTIANSBURG VA)
VA
03/07/2006 - 10/29/2008
AXA ADVISORS, LLC (CHRISTIANSBURG VA)
IL
11/07/2001 - 03/08/2006
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
IA
05/31/2000 - 10/04/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 07/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Wilson is the right advisor for you? Invested Better is here to help.
