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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Keith Person is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Sioux Falls, SD. Bryan has been a registered investment advisor representative since 1994, working in the industry for over 28 years. Bryan's experience includes working at A. G. Edwards & Sons, Inc., Edward Jones, Primevest Financial Services, Inc., and Wells Fargo Clearing Services, LLC. Bryan is a Series 6, 7, 31, 63, 65 and 66 licensed advisor. Bryan provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
SD
07/20/2020 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX FALLS SD)
SD
01/01/2008 - 07/21/2020
WELLS FARGO CLEARING SERVICES, LLC (SIOUX FALLS SD)
SD
06/06/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SIOUX FALLS SD)
MO
07/06/1994 - 06/09/2003
EDWARD JONES (ST. LOUIS MO)
MN
03/28/1994 - 04/15/1994
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX 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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