Unclaimed
Bryan Edward Reynolds is a financial advisor with Cetera Investment Advisers LLC, specializing in financial planning, portfolio management for businesses and individuals, and pension consulting. Bryan has over 25 years of experience in the financial industry. Bryan has held prior roles with FISERV INVESTOR SERVICES, INC., TRADESTAR INVESTMENTS,INC., and EDWARD D. JONES & CO., L.P., which provides a broad base of financial services expertise.
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.
A percentage of the total value of assets under management is charged.
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TX
03/16/2021 - Present
Cetera Investment Advisers LLC (LIBERTY TX)
TX
01/02/1997 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
04/26/1996 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MO
02/18/1994 - 09/28/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 3/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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