Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Gregory Mullis is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that has a strong presence in the industry. Bryan is licensed to provide financial advice in over 30 states across the US, reflecting a wide reach and commitment to serving clients nationwide. Bryan's experience in the industry spans over a decade, during which time Bryan has held various positions at firms including Wells Fargo Advisors Financial Network, LLC and Charles Schwab & Co., Inc. This diverse background has provided Bryan with a comprehensive understanding of financial markets and client needs.
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.
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.
Investment consulting services to institutional clients
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.
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2
NC
09/09/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
FL
10/02/2023 - 08/08/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOCA RATON FL)
FL
10/30/2017 - 10/02/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
07/31/2014 - 06/20/2017
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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