Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Dalessandro is a financial advisor registered with Farther. Bryan has over 11 years of experience in the financial services industry. Bryan has a broad range of experience with different financial institutions such as UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Citigroup Global Markets Inc.. Bryan holds the Series 7, 9, 10 and 66 licenses. Bryan is a registered investment advisor in New York and Texas. Bryan's current employer is Farther Finance Advisors, LLC.
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.
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.
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CA
05/11/2021 - Present
Farther (SAN FRANCISCO CA)
NJ
09/18/2017 - 05/27/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/20/2011 - 11/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/02/2010 - 05/09/2011
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NY
10/27/2009 - 12/01/2010
CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)
NY
06/01/2009 - 10/29/2009
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
01/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/15/2006 - 01/12/2007
AGS SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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