Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
KY
12/07/2020 - Present
W&S Brokerage Services, Inc. (Maysville KY)
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
Active
Inactive
F
FINRA
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