Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lathrop is a financial advisor at Raymond James Financial Services Advisors, Inc. Bryan has been working in the financial services industry since 2022. Bryan holds Series 7TO, Series 63, and Series 66 licenses, and is registered in 53 states and 2 jurisdictions. Bryan's primary office location is in Mason City, IA. Bryan is associated with EMPOWER FINANCIAL SERVICES, INC. from 2022 to 2023 and First Citizens Bank since 2016.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IA
08/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Mason City IA)
CO
06/28/2022 - 03/28/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 08/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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