Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wertzer is a financial advisor with over 28 years of experience in the financial industry. Bryan is a registered representative with Independent Financial Group, LLC, and has offices in Sacramento and San Diego. Bryan has earned several professional designations, including the Series 6, 7, 24, 26, 51, and 63 licenses. Bryan also holds the Series 65 license which allows him to provide investment advice to clients in several states, including California, Texas, and others. Bryan's areas of expertise include financial planning, portfolio management, and pension consulting. Prior to joining Independent Financial Group, LLC, Bryan was a registered representative with FINANCIAL NETWORK INVESTMENT CORPORATION and PENSION PLANNERS SECURITIES, INC. Bryan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/21/2014 - Present
Independent Financial Group, LLC (SACRAMENTO CA)
CA
08/13/2008 - 02/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (SACRAMENTO CA)
CA
02/09/1994 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
IA
Issued 11/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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