Unclaimed
Bryan A. Hummel is an investment advisor representative with Planmember Securities Corp. located in Copley, Ohio. Bryan has been in the financial services industry since March 2005. Bryan holds Series 6, 7, 63, and 65 licenses and is registered in California, Florida, New Mexico, and Ohio. Bryan also offers advisory services for individuals, businesses, and pension plans.
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.
Provides investment supervisory 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
OH
05/04/2012 - Present
Planmember Securities Corp. (Copley OH)
OH
01/23/2009 - 04/30/2012
SECURITIES AMERICA, INC. (AKRON OH)
OH
03/24/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (AKRON OH)
BC
Issued 08/07/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Hummel is the right advisor for you? Invested Better is here to help.