Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Anthony Costilla is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Bryan has been in the financial industry since August 2016 and is registered in 12 states including New Mexico, Texas, California, Colorado, Florida, Missouri, Nebraska, New Hampshire, New York, and South Carolina. Bryan holds FINRA Series 6, 7, 63, and 66 licenses, as well as the SIE. Bryan is also a board member and Treasurer for Meals on Wheels Albuquerque.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NM
01/13/2022 - Present
Raymond James Financial Services Advisors, Inc. (ALBUQUERQUE NM)
NM
08/30/2016 - 01/31/2018
MML INVESTORS SERVICES, LLC (Albuquerque NM)
BOTH
Issued 03/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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