Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Betenson is a financial advisor with Goldman Sachs & Co. LLC. Bryan has been in the financial services industry since 2001, and has a strong background in both investment advisory and brokerage services. Bryan specializes in providing financial planning, investment management, and other services to a variety of clients, including 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
UT
11/18/2021 - Present
Goldman Sachs & Co. LLC (SALT LAKE CITY UT)
UT
05/09/2019 - 11/11/2021
MORGAN STANLEY (SOUTH JORDAN UT)
UT
06/01/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
08/25/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WEST VALLEY UT)
RI
12/18/2001 - 01/27/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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