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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 Alan Brumund is a financial advisor with Fidelity Personal And Workplace Advisors. Bryan has over 20 years of experience in the financial industry, beginning his career with Goldman, Sachs & Co. in 2007. Bryan has been a registered representative with Fidelity since 2020. In addition to the series 6, 7, 63 and 65 exams, Bryan also holds the Series 30 Principal exam and the Series 3 National Commodity Futures Examination. Bryan's firm manages assets for individuals, pension and profit sharing plans, corporations, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OR
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEPORT VILLAGE TIGARD OR)
PA
07/25/2016 - 12/10/2019
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
MN
06/20/2011 - 07/18/2016
STEBEN & COMPANY, INC. (EXCELSIOR MN)
CT
03/15/2011 - 06/13/2011
SIP NORDIC AMERICA LLC (STAMFORD CT)
NY
09/07/2007 - 02/15/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
ME
02/02/2005 - 06/05/2007
AFBA FIVE STAR SECURITIES COMPANY (PORTLAND ME)
IL
11/09/1999 - 12/09/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 11/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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