Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Keith Stanfill is a financial professional with over 30 years of experience in the industry. Bryan has a wide range of experience in financial planning, investment management, and insurance. Bryan is currently registered with Osaic Wealth, Inc. and previously worked with Triad Advisors LLC and Washington Square Securities, Inc. Bryan holds the Series 6, 7, 22, 63, 65, and 66 licenses and the SIE designation. Bryan is a Chartered Financial Consultant and is also a registered representative for multiple insurance providers. Bryan assists clients with retirement and estate planning, asset protection, and tax 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.
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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2
NC
08/23/2024 - Present
Osaic Wealth, Inc. (MOORESVILLE NC)
NC
01/02/2002 - 08/23/2024
TRIAD ADVISORS LLC (MOORESVILLE NC)
CT
01/18/1994 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
12/03/1986 - 10/02/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 3/23/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/2/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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