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Brie Anne Haag

W & S Brokerage Services, Inc.

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About Brie Anne Haag

Brie Anne Haag is a financial professional with W&S Brokerage Services, Inc. Brie is registered with the state of Kentucky and Ohio and has been in the industry since December 6, 2020. Brie is a Series 63 and Series 6TO licensed representative and has passed the Securities Industry Essentials Examination (SIE). Brie specializes in providing financial advice to individuals and has worked with 451 clients in the past year.

Firm Information

Brie Haag is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Brie Haag’s Registration & Firm History

KY

12/07/2020 - Present

W&S Brokerage Services, Inc. (Maysville KY)

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Licenses & Designations

BC

Issued 01/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brie Anne Haag.
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