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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Quackenbush is a financial advisor who has been working in the financial services industry since December 2008. Bryan has a wide range of experience, having previously worked at Foresters Equity Services, Inc. and MetLife Securities Inc. Bryan is currently a registered representative of Morgan Stanley and is licensed to provide financial advice in Maryland and New York. Bryan holds the Series 6, Series 7, and Series 66 securities licenses, and the SIE exam. Bryan has experience providing financial advice to a variety of clients, including individuals, families, corporations, and charitable organizations. Bryan's areas of expertise include investment management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MD
06/16/2021 - Present
Morgan Stanley (Hunt Valley MD)
CA
01/07/2010 - 12/12/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MD
03/25/2008 - 05/28/2009
METLIFE SECURITIES INC. (HUNT VALLEY MD)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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