Unclaimed
Bryan Zak is a securities professional with over 20 years of experience in the financial industry. Bryan is currently registered with Franklin Distributors, LLC and has been with the firm since December 2005. Previously, Bryan was registered with Citigroup Global Markets Inc. from February 2004 to December 2005 and Morgan Stanley DW Inc. from June 2001 to June 2003. Bryan holds the Series 7, Series 31 and Series 66 licenses.
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.
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.
1
2
NY
12/01/2005 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
02/12/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/21/2001 - 06/09/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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