Unclaimed
Bryan Hendricks is a financial advisor with Wells Fargo Clearing Services, LLC. Bryan has over 20 years of experience in the financial services industry. Bryan is registered with FINRA and is licensed to sell securities in several states. Bryan offers a range of services to help individuals and families achieve their financial goals. These services include financial planning, portfolio management, and investment consulting. Bryan holds a Series 7, Series 31, and Series 66 license as well as the SIE exam. Bryan is committed to providing his clients with personalized service and expert guidance. Prior to joining Wells Fargo, Bryan worked for Morgan Stanley DW INC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional clients
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.
1
2
MD
06/21/2012 - Present
Wells Fargo Clearing Services, LLC (ANNAPOLIS MD)
NY
05/30/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/19/2000 - 06/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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