Unclaimed
Bryan Misajon is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bryan has been in the industry since 1997 and holds licenses to provide financial advice in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Nevada, North Carolina, Ohio, Oregon, Texas, Utah, and Washington. Bryan has been registered with Wells Fargo Advisors Financial Network, LLC since 2017. Prior to that, Bryan was with WELLS FARGO CLEARING SERVICES, LLC for 13 years, beginning in 2003. Bryan specializes in providing financial advice to individuals, corporations, and charitable organizations. Bryan's practice focuses on investment consulting, financial planning, portfolio management, and selection of other advisors. Bryan also owns and manages two small businesses, MISAJON WEALTH MANAGEMENT and MT. DARWIN, LLC.
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
CA
05/05/2017 - Present
Wells Fargo Advisors Financial Network, LLC (SANTA ANA CA)
CA
07/01/2003 - 05/05/2017
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
NY
07/12/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/09/1998 - 07/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MA
09/24/1997 - 08/20/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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