Unclaimed
Bryan Becht is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bryan has been in the industry since August 5, 2013 and has been with Wells Fargo Advisors Financial Network, LLC since May 17, 2022. Bryan provides investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Bryan is registered in Illinois, Kansas, Michigan, Minnesota, Virginia, and Wisconsin. Bryan is also registered as an Investment Advisor Representative in Wisconsin.
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
WI
05/17/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WEST BEND WI)
NV
09/22/2015 - 05/17/2022
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
WI
08/06/2013 - 09/22/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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