Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Dominic Potacco is a financial advisor with Truist Advisory Services, Inc. Bryan has been in the financial services industry since 2015. Bryan holds the following licenses and certifications: Series 6, Series 7, Series 10, Series 24, Series 63, and Series 65. Bryan's current employer is Truist Advisory Services, Inc. which has an office in Tampa, Florida. Prior to joining Truist Advisory Services, Inc., Bryan was employed at Raymond James Financial Services, Inc. and First Command Financial Planning, Inc. Bryan has experience providing financial planning services to individuals and families, as well as corporations and other 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/05/2022 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
02/24/2017 - 04/05/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/12/2015 - 01/23/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
BC
Issued 09/05/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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