Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lauriat is an Ameriprise Financial Services, LLC financial advisor with over 17 years of experience in the financial services industry. Bryan's current registration is active in Connecticut and Texas. Bryan is a licensed representative for both broker-dealer and investment advisor services. Bryan has experience working with clients across a range of needs.
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 services
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
CT
03/29/2019 - Present
Ameriprise Financial Services, LLC (Glastonbury CT)
CT
04/19/2010 - 07/22/2010
BROKER DEALER FINANCIAL SERVICES CORP. (GUILFORD CT)
NY
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
11/02/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
04/01/2006 - 07/27/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
CA
09/21/2004 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 10/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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