Unclaimed
Bryan Raithel is a financial professional with over 20 years of experience in the industry. Bryan is currently registered with Vanguard Advisers, Inc. in North Carolina and Texas. Bryan has a strong background in investments and has held various roles in the financial services industry, including a previous role at Vanguard Marketing Corporation. Bryan is also a Certified Financial Planner. Bryan is dedicated to providing 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.
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
NC
07/18/2019 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
10/03/1997 - 01/08/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 10/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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