Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan J. Mathie is a registered representative with PNC Investments. Bryan has over 20 years of experience in the financial services industry. Prior to joining PNC Investments, Bryan was employed by TD Ameritrade, Inc. Bryan holds the Series 7, 24, 63, and 65 licenses. Bryan is also registered to provide investment advisory services in 16 states.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/21/2016 - Present
PNC Investments (PITTSBURGH PA)
NE
07/24/2009 - 05/12/2016
TD AMERITRADE, INC. (OMAHA NE)
CT
01/23/2008 - 11/19/2008
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
IL
05/11/2000 - 03/01/2007
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
IA
Issued 04/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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