Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Digel is a financial advisor at Pathstone. Bryan has been in the industry for over 25 years and has a broad range of experience. Bryan has held positions at TD Ameritrade, Inc. and First Associated Securities Group, Inc.. Bryan holds the Series 4, 6, 7, 8, 24, 63 and 66 licenses and is also a Certified Financial Planner. Bryan specializes in providing financial planning, portfolio management and family office services. Bryan works with a wide range of clients including individuals, families, businesses, trusts and charitable organizations.
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.
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.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
10/15/2020 - Present
Pathstone (BELLEVUE WA)
WA
03/28/1994 - 01/24/2018
TD AMERITRADE, INC. (SEATTLE WA)
CA
08/24/1993 - 04/07/1994
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
NJ
07/19/1993 - 09/01/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1999
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Bryan Digel is the right advisor for you? Invested Better is here to help.
