Unclaimed
Bryan Gosda is a financial professional with over 20 years of experience in the industry. Bryan is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Bryan held positions at MSI FINANCIAL SERVICES, INC., U.S. BANCORP INVESTMENTS, INC., SCOTTRADE, INC., FIRSTAR INVESTMENT SERVICES,INC., and ASCEND FINANCIAL SERVICES, INC.. Bryan offers a wide range of services to his clients, including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors.
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 programs
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.
Solicitors fees
1
2
WI
03/25/2017 - Present
MML Investors Services, LLC (Wauwatosa WI)
WI
11/05/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
06/20/2003 - 05/04/2009
U.S. BANCORP INVESTMENTS, INC. (WEST ALLIS WI)
MN
10/21/2002 - 05/30/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
04/12/2001 - 07/18/2002
SCOTTRADE, INC. (ST. LOUIS MO)
NJ
06/02/2000 - 04/06/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
08/12/1999 - 05/22/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 10/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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