Unclaimed
Bryan Alexander Velasco is an investment advisor representative. Bryan currently works for Empower Advisory Group, LLC. Bryan has been in the financial industry since 2018. Previously, Bryan worked at Robinhood Financial, LLC, U.S. Bancorp Investments, Inc. and GWN Securities Inc. Bryan holds Series 6, 7, 24, 26, 63 and 65 licenses and specializes in financial planning, portfolio management for individuals and educational seminars.
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.
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.
1
2
CO
09/28/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
02/22/2023 - 06/30/2023
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
MN
09/12/2022 - 11/25/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
FL
11/11/2019 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
FL
05/16/2016 - 05/23/2018
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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