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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 Rohr is a financial advisor with over 25 years of experience in the industry. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Bryan's prior experience includes working with Bank of America Investment Services, Inc., and Citigroup Global Markets Inc. Bryan has a wide range of experience, and is licensed to provide investment advice in 27 states, including California, Texas and Arizona. He holds the Series 7, Series 63, and Series 65 licenses. Bryan holds several designations including the Series 7, Series 63, and Series 65 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
06/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LA JOLLA CA)
CA
01/13/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LA JOLLA CA)
CA
05/04/1998 - 02/07/2006
CITIGROUP GLOBAL MARKETS INC. (LAJOLLA CA)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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