Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Ray is a financial advisor with Fisher Investments. Bryan has been in the financial industry since August 2002. Bryan has Series 6, 7, 63 and 66 registrations and is licensed in New York and Texas. Bryan works with a variety of clients including high net worth individuals, investment companies, charitable organizations, insurance companies, pension and profit sharing plans, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. Bryan specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Bryan also offers financial planning and portfolio assessment services. Bryan is also a secretary for Penfield Little League, a youth baseball organization.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
09/06/2023 - Present
Fisher Investments (PENFIELD NY)
NY
07/20/2012 - 01/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRPORT NY)
NE
08/28/2002 - 11/07/2003
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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