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 Dunn is a financial advisor at Raymond James & Associates, Inc. Bryan has been in the financial services industry since 1997 and has experience at UBS Financial Services Inc., CIBC World Markets Corp., and Wells Fargo Clearing Services, LLC. Bryan is registered to provide securities and investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Bryan holds Series 7 and Series 66 securities 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.
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.
Please see note in schedule d - miscellaneous
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
AZ
06/18/2019 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
05/07/2009 - 06/19/2019
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
11/17/2000 - 05/21/2009
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
NY
11/10/1997 - 11/27/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryan Dunn is the right advisor for you? Invested Better is here to help.
