Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Young is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Bryan is registered with the state of New Jersey as an Investment Advisor Representative (IAR) and also in Texas as an IAR. Bryan is licensed in the following states: Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia. Bryan is a Series 66, 7TO, and SIE licensed professional and has over two years of experience in the industry. Bryan has previously worked with Wells Fargo Clearing Services, LLC. Bryan has also worked with other companies like Wells Fargo Bank, N.A., Kings Supermarkets, and Montclair State University. Bryan has served a variety of clients including corporations or other businesses, high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, charitable organizations, insurance companies, state or municipal government entities, and banking or thrift institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
06/07/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE NJ)
NJ
10/15/2021 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (CLOSTER NJ)
BOTH
Issued 11/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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