Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Anton Stephen is an active Investment Advisor Representative with LPL Financial LLC. Bryan has been in the securities industry since January 20, 2006. Prior to joining LPL Financial LLC, Bryan was previously employed by MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Bryan has a Series 63, Series 65, Series 7 and SIE license. Bryan holds a registration with the state of Pennsylvania and is licensed to conduct business in 24 states. Bryan has an approved FINRA registration and has an approved SRO registration. Bryan's branch office is located at 1408 PENN AVENUE in WYOMISSING, PA. Bryan's business is primarily focused on high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, and individuals other than high net worth.
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.
Consulting and other non-discretionary advisory 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.
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2
PA
01/06/2017 - Present
LPL Financial LLC (WYOMISSING PA)
PA
06/01/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (WYOMISSING PA)
PA
01/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WYOMISSING PA)
IA
Issued 03/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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