Unclaimed
Bryan Eugene Remer is a financial advisor registered with Wells Fargo Clearing Services, LLC. Bryan is a Registered Representative (RA) for Wells Fargo Clearing Services, LLC in California, having been registered since January 1, 2008. Bryan also holds a Registered Representative (RA) license in Texas, which was approved on October 21, 2016. Bryan has been active in the financial services industry since June 30, 1975.
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.
1
2
CA
10/21/2016 - Present
Wells Fargo Clearing Services, LLC (NAPA CA)
CA
08/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN FRANCISCO CA)
NY
02/24/1978 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
07/01/1975 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
BOTH
Issued 08/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 06/21/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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