Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan McCollam is a financial advisor who has been in the industry since November 2, 1988. Bryan is currently registered with UBS Financial Services Inc. and is licensed in California and Texas. Bryan has experience working with a variety of clients including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Bryan offers a range of financial services including financial planning, portfolio management, and educational seminars.
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.
See schedule d - miscellaneous
1
2
CA
12/05/2008 - Present
UBS Financial Services Inc. (LOS GATOS CA)
CA
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
11/03/1988 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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