Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Marker is a financial advisor with over 30 years of experience in the financial services industry. Bryan is currently registered with United Planners' Financial Services of America A Limited Partner as a Registered Representative and Investment Advisor Representative. Bryan has previously worked with several other firms, including American Portfolios Financial Services, Inc., Sagepoint Financial, Inc., Sunamerica Securities, Inc., Southmark Financial Services, Inc., and St. Paul Investors, Inc. Bryan holds several licenses, including Series 6, 7, 63, and 65. Bryan specializes in providing financial planning services to individuals, families, and businesses. Bryan is committed to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
1
2
MN
01/02/2015 - Present
United Planners' Financial Services OF America A Limited Partner (MINNEAPOLIS MN)
MN
03/24/2010 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (SAINT PAUL MN)
MN
10/31/2005 - 03/23/2010
SAGEPOINT FINANCIAL, INC. (ST. PAUL MN)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/15/1984 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/24/1983 - 11/19/1984
ST. PAUL INVESTORS, INC.
IA
Issued 05/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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