Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Tayona is a financial advisor with LPL Financial LLC. Bryan has been in the financial industry since February 19, 2011. Bryan holds Series 6, 7, 63, and 66 securities licenses. Bryan is registered to provide investment advice in Hawaii. Previously, Bryan was a financial advisor with Ameriprise Financial Services, LLC and Signator Investors, Inc. Bryan is also a Sunday School Teacher at Grace Bible Church Maui. Bryan specializes in financial planning, portfolio management, and investment advice.
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.
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.
Consulting and other non-discretionary advisory services
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
06/21/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
HI
08/31/2015 - 06/22/2021
AMERIPRISE FINANCIAL SERVICES, LLC (WAILUKU HI)
HI
08/22/2013 - 08/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
11/17/2010 - 06/05/2013
SIGNATOR INVESTORS, INC. (HONOLULU HI)
BOTH
Issued 12/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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