Unclaimed
Bryan Joseph Nordin is a financial advisor registered with Charles Schwab & CO., Inc. Bryan has been in the financial services industry since February 2006. He has experience working with TD Ameritrade, Inc., Securities America, Inc., Edward Jones, American Express Financial Advisors Inc., and IDS Life Insurance Company. Bryan has a wide range of registrations and licenses, including the Series 66, Series 7, Series 10, Series 9, Series 24, and SIE. He offers a wide range of financial services including financial planning, selection of other advisors, and a wrap fee program. Bryan is committed to helping his clients 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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/25/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/06/2008 - 05/11/2024
TD AMERITRADE, INC. (WestLake TX)
TX
10/26/2007 - 05/10/2008
SECURITIES AMERICA, INC. (DALLAS TX)
AR
01/18/2005 - 05/10/2006
EDWARD JONES (HARRISON AR)
MN
08/17/2004 - 01/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/2004 - 01/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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