Unclaimed
Bryan Zaransky is a financial advisor with Alight Financial Advisors, LLC, based in New Bern, NC. Bryan has been in the industry since 2019 and is registered with the state of North Carolina. Bryan holds the Series 7TO, SIE, and Series 66 licenses. Bryan previously worked with Wells Fargo Clearing Services, LLC. Alight Financial Advisors, LLC is a financial advisor with a focus on investment management, financial planning, and educational seminars for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
1
2
NC
08/22/2022 - Present
Alight Financial Advisors, LLC (New Bern NC)
NC
01/14/2019 - 08/03/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW BERN NC)
BOTH
Issued 03/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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