Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Kilfoy is a financial advisor at Wells Fargo Clearing Services, LLC. Bryan has been in the industry since 1998 and has been registered with Wells Fargo Clearing Services, LLC since 2021. Previously, Bryan was with UBS Financial Services Inc. Bryan holds the Series 3, 7, 31, and 63 licenses as well as the Series 65 license and the SIE exam. Bryan specializes in providing investment advice to individuals, families, 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.
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.
Investment consulting services to institutional clients
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
PA
03/18/2021 - Present
Wells Fargo Clearing Services, LLC (CONSHOHOCKEN PA)
PA
01/09/2009 - 03/29/2021
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
PA
04/02/2007 - 01/21/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
04/06/1998 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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