Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Bonisteel is a financial advisor with over 15 years of experience in the industry. Bryan currently works at MML Investors Services, LLC and is registered in Colorado, Delaware, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and Virginia. Bryan has also previously worked for Cambridge Investment Research, Inc., MSI Financial Services, Inc. and UVEST Financial Services Group, Inc. Bryan has passed the Series 6, Series 7 and Series 63 exams and holds the SIE designation. Bryan provides a range of services to clients, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
NY
11/01/2023 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
12/06/2021 - 11/01/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Rochester NY)
NY
03/25/2017 - 12/13/2021
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
02/11/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
07/24/2007 - 07/16/2009
UVEST FINANCIAL SERVICES GROUP, INC. (ROCHESTER NY)
BC
Issued 09/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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