Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Pariseau is an investment advisor representative with Charles Schwab & Co., Inc. based in San Antonio, TX. Bryan has been in the securities industry since 2004. Bryan has a wide range of experience, including working with USAA Financial Advisors, Inc., Sigma Financial Corporation, Fixed Income Securities, LP, and Investment Professionals, Inc. Bryan specializes in financial planning and has a strong track record of helping clients achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/26/2020 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
05/20/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/23/2009 - 02/16/2010
SIGMA FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
05/21/2007 - 08/13/2007
FIXED INCOME SECURITIES, LP (BOERNE TX)
TX
03/03/2006 - 05/16/2007
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
08/04/2004 - 03/03/2006
FIXED INCOME SECURITIES, LP (SAN ANTONIO TX)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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