Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Mersol is a registered investment advisor representative at Eagle Strategies LLC, where he has been employed since May 2023. He has been in the securities industry since May 2019. Bryan is a Series 66, 7TO, and SIE licensed professional. Bryan's experience includes working with individuals, corporations, and charitable organizations. He is also licensed to provide insurance products.
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.
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.
1
2
OH
05/17/2023 - Present
Eagle Strategies LLC (POLAND OH)
BOTH
Issued 5/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/8/2019
Series 7TO - General Securities Representative Examination
BC
Issued 2/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bryan Mersol is the right advisor for you? Invested Better is here to help.
