Unclaimed
Bryan Frederic Kliefoth is a registered representative at Bofa Securities, Inc. with a Series 7, Series 79, Series 63, and SIE license. Bryan has been in the financial services industry since 2010. Before joining Bofa Securities, Inc. Bryan worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and SOLEBURY CAPITAL LLC. Bryan is located in NEW YORK, NY and is licensed to sell securities in New York.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/12/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
01/22/2010 - 06/16/2016
SOLEBURY CAPITAL LLC (NEW HOPE PA)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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