Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Forschler is a financial professional with over 16 years of experience in the financial services industry. He is currently registered with Fidelity Brokerage Services LLC and has previously been associated with National Financial Services LLC and Charles Schwab & Co., Inc. Brian is licensed to conduct securities business in California and holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) Exam.
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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CA
02/23/2011 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
06/05/2020 - 07/28/2022
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
CA
03/20/2009 - 03/25/2010
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
TX
02/27/2003 - 06/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
04/26/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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