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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 Unterhalter is an Investment Advisor Representative at FCI Advisors. Bryan has over 25 years of experience in the financial services industry. Bryan has been registered with the state of Kansas since 2017. Bryan has previously worked at American Century Investment Services Inc., A I M Distributors, Inc., Wells Fargo Securities Inc., First Interstate Investments,Inc., and Smith Barney Inc.. Bryan has a Series 7, Series 63, and Series 65 license. Bryan specializes in Asset Allocation Services, Financial Planning, Publication of Periodicals, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
KS
05/18/2017 - Present
FCI Advisors (OVERLAND PARK KS)
MO
06/23/2008 - 12/20/2013
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
TX
03/25/1997 - 01/18/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
CA
08/19/1996 - 01/01/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
04/27/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
NY
08/13/1993 - 07/07/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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