Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Clifton is a financial advisor with over 17 years of experience in the industry. Bryan currently works at MWA Financial Services Inc. where Bryan is registered as a Registered Representative. Prior to joining MWA Financial Services Inc., Bryan worked at ONEAMERICA SECURITIES, INC., W&S BROKERAGE SERVICES, INC., SAGEPOINT FINANCIAL, INC., PROEQUITIES, INC., METLIFE SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UBS FINANCIAL SERVICES INC. Bryan holds licenses for Series 66, Series 53, Series 24, Series 52TO, SIE and Series 7. Bryan is registered with the states of Alabama, Arkansas, California, Colorado, Florida, Indiana, Kentucky, and Ohio. Bryan specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
07/29/2022 - Present
MWA Financial Services Inc. (Cincinnati OH)
OH
03/18/2019 - 06/21/2022
ONEAMERICA SECURITIES, INC. (Cincinnati OH)
OH
02/19/2016 - 03/12/2019
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
AR
12/03/2014 - 09/10/2015
SAGEPOINT FINANCIAL, INC. (LITTLE ROCK AR)
AR
07/05/2011 - 12/11/2013
PROEQUITIES, INC. (LITTLE ROCK AR)
AR
04/23/2008 - 06/09/2011
METLIFE SECURITIES INC. (LITTLE ROCK AR)
AR
12/02/2005 - 02/05/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOT SPRINGS AR)
NJ
01/05/2005 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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