Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Hatfield is a financial advisor with over 10 years of experience in the industry. Bryan currently works with MML Investors Services, LLC, providing financial planning and portfolio management services to individuals, families, and businesses. Bryan's previous experience includes roles at Merrill Lynch, U.S. Bancorp Investments, Inc., Raymond James & Associates, Inc., Fifth Third Securities, Inc., and The O.N. Equity Sales Company. Bryan holds FINRA Series 6, 7, 9, 10, 24, 52, and 63 licenses. Bryan is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
08/19/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
OH
05/22/2017 - 03/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
04/14/2016 - 05/19/2017
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
OH
07/02/2014 - 04/13/2016
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
03/26/2013 - 07/07/2014
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
11/19/2010 - 03/19/2013
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 05/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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