Unclaimed
Bryan Carson Woodell is a financial professional with over 20 years of experience in the financial services industry. Bryan is currently a registered representative at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, LLC, Bryan was a financial advisor at Pruco Securities, LLC and MetLife Securities Inc. Bryan specializes in providing financial advice to individuals, families, and businesses. Bryan is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 24, 63, and 66 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Trail commissions, distribution assistance fees
1
2
NC
11/02/2018 - Present
Hornor, Townsend & Kent, LLC (CHARLOTTE NC)
NC
04/17/2018 - 08/23/2018
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
09/11/2002 - 05/18/2011
METLIFE SECURITIES INC. (MINT HILL NC)
NC
09/11/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
NY
01/29/1998 - 09/07/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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