Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Edward Lundberg is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since January 22, 2007. Bryan is licensed to provide financial services in Arizona. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Bryan has also passed the Series 7, 52, 50, and SIE exams. Before joining Stifel, Nicolaus & Company, Inc., Bryan worked at Stone & Youngberg LLC and Peacock, Hislop, Staley & Given, Inc.
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.
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.
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2
AZ
09/30/2011 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
03/02/2007 - 09/30/2011
STONE & YOUNGBERG LLC (PHOENIX AZ)
AZ
12/20/2006 - 01/26/2007
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/14/2008
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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