Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Dale Dearden is a registered investment advisor representative with Planmember Securities Corp. and CS Planning Corp. Bryan is a licensed insurance agent and investment advisor, offering a variety of financial services including retirement planning, investment advisory, and insurance sales. Bryan is located in Carpinteria, CA and has been actively involved in the financial industry since 2003. Bryan is registered with the state of Washington, and has previously worked with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, and ING FINANCIAL PARTNERS, INC. Bryan has a strong background in finance and is committed to providing personalized financial advice to clients. Bryan has over 20 years of experience in the industry and a proven track record of success.
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.
Provides investment supervisory services
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
CA
06/04/2018 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
08/31/2011 - 06/01/2018
VOYA FINANCIAL ADVISORS, INC. (SPOKANE WA)
CT
06/30/2004 - 04/24/2009
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
07/09/2001 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
Issued 01/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Dearden is the right advisor for you? Invested Better is here to help.
