Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Christopher Davis is a financial advisor with over 28 years of experience. Bryan has held registrations with various firms, including LPL Financial LLC and Jefferson Pilot Securities Corporation. Bryan currently is a registered representative of Cetera Investment Advisers LLC. Bryan holds a Series 65, Series 63, Series 24, Series 7, and SIE license. Bryan provides financial planning, pension consulting, and educational seminars to clients. Bryan also manages portfolios for individuals and businesses.
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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (MURRYSVILLE PA)
PA
08/14/2001 - 04/22/2021
LPL FINANCIAL LLC (MURRYSVILLE PA)
IN
07/08/2000 - 08/30/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/15/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MN
04/05/1994 - 03/18/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/05/1994 - 03/18/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/03/1994 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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