Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Ittersagen is an investment advisor representative with Raymond James Financial Services Advisors, Inc. and has been in the financial services industry since August 7, 2002. Bryan is licensed in 19 states and has an active registration with FINRA and the Securities and Exchange Commission. Bryan is also an active investment advisor in the states of Illinois and Texas. Bryan's firm, Raymond James Financial Services Advisors, Inc., has been in business since 1962 and has a strong track record of providing financial advice to individuals and families. The firm's investment philosophy is based on a long-term approach to investing, and they offer a wide range of financial services, including investment management, retirement planning, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
06/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (WHEATON IL)
IL
08/07/2002 - 08/15/2007
EDWARD JONES (CAROL STREAM IL)
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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