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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Gerber is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bryan has over 19 years of experience in the financial services industry. Bryan holds the Series 7, Series 63, and Series 65 licenses. Bryan is registered to provide investment advice in 44 states and the District of Columbia. Bryan is also registered as a registered representative in 44 states. Bryan's firm, Wells Fargo Advisors Financial Network, LLC, is a subsidiary of Wells Fargo & Company. The firm is headquartered in St. Louis, Missouri. The firm provides investment advisory services to individuals, businesses, and institutions. The firm has approximately 2434 clients and $154 billion in assets under management.
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
AZ
05/22/2020 - Present
Wells Fargo Advisors Financial Network, LLC (GILBERT AZ)
AZ
01/01/2008 - 05/22/2020
WELLS FARGO CLEARING SERVICES, LLC (MESA AZ)
AZ
10/08/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MESA AZ)
IA
Issued 07/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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