Unclaimed
Bryan McDermott is a financial advisor with Financial Planning FOR Generations, Inc.. Bryan has been in the industry for 1 year and has a Series 66 license. Bryan's previous firm was D.A. Davidson & Co. where Bryan worked for 5 months. Bryan also has 2 product exams: Series 7 and SIE. Bryan is registered to offer investment advice in California. Bryan also has experience in in-home care services for seniors.
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.
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.
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CA
09/28/2023 - Present
Financial Planning FOR Generations, Inc. (ENCINO CA)
CA
04/10/2023 - 09/14/2023
D.A. DAVIDSON & CO. (PASADENA CA)
BOTH
Issued 05/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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