Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Bunton is a financial advisor with Charles Schwab & CO., Inc. based in Austin, Texas. Brianna has been in the financial services industry for 1 year. She is licensed in Texas and holds the Series 63, Series 6TO, and SIE licenses. Her previous experience was with Symetra Securities, Inc. in Bellevue, Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/03/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
WA
04/25/2023 - 12/26/2023
SYMETRA SECURITIES, INC. (BELLEVUE WA)
BC
Issued 06/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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