Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Willey is a financial professional with over 27 years of experience in the financial services industry. Brian is currently registered with Ameritas Investment Company, LLC and holds Series 6, 26, and 63 licenses. Previously, Brian was employed with PFS Investments Inc., Citigroup Global Markets Inc., and Citicorp Investment Services. Brian is licensed in 19 states and the District of Columbia.
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.
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.
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2
VA
02/03/2023 - Present
Ameritas Investment Company, LLC (FAIRFAX VA)
MI
08/29/2011 - 08/18/2022
PFS INVESTMENTS INC. (HARBOR SPRINGS MI)
VA
05/29/2007 - 01/20/2011
CITIGROUP GLOBAL MARKETS INC. (FAIRFAX VA)
DC
05/23/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
GA
01/04/1994 - 04/21/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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