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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 Duffy is a financial advisor with Kestra Advisory Services, LLC. Bryan has been working in the financial industry since 2006. Prior to joining Kestra Advisory Services, LLC, Bryan was a financial advisor at Cetera Financial Specialists LLC. Bryan holds the Series 7, Series 63, Series 65, and Series 66 securities licenses. Bryan also provides financial planning and investment advisory services.
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.
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2
NY
02/01/2023 - Present
Kestra Advisory Services, LLC (New York NY)
NY
12/21/2021 - 02/24/2023
CETERA FINANCIAL SPECIALISTS LLC (NEW YORK NY)
CO
03/27/2014 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
VA
04/01/2008 - 11/25/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
04/22/2005 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CT
11/25/2002 - 12/09/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
ME
01/04/2001 - 11/22/2002
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
BOTH
Issued 01/22/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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