Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Percle is a financial advisor at Citigroup Global Markets Inc. Bryan has been in the industry since 2007 and has a wide range of experience in securities and investment advisory services. Bryan has held prior roles at both J.P. Morgan Securities LLC and Chase Investment Services Corp. Bryan is registered in all 50 states for both securities and investment advisory services. Bryan has a comprehensive knowledge of the financial markets and is committed to providing personalized and tailored advice to meet the unique needs of each client.
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.
Asset allocation advice
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
TX
10/01/2014 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
TX
12/07/2009 - 08/20/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
03/05/2007 - 10/05/2009
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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