Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Whitley is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Briana has been working in the financial industry since 2017. Briana is registered with FINRA and the state of Texas and is Series 66, Series 7, Series 9, Series 10 and SIE licensed. Briana has a CFP designation. Briana Whitley provides financial planning and investment consulting services to both individuals and businesses. The advisor is located in EFFINGHAM, IL.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
09/17/2020 - Present
Wells Fargo Advisors Financial Network, LLC (EFFINGHAM IL)
IL
05/04/2017 - 09/17/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON IL)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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