Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Shevak is a financial advisor who has been in the industry since 1984. He is currently registered with LPL Financial LLC and has been with them since 1999. Bryan is a Certified Financial Planner and a Chartered Financial Consultant. Bryan has held previous positions with North Ridge Securities Corp., Robert Todd Financial Corp., Global Capital Securities, Inc., B & D Equities Inc., U.S. Capital Securities, Inc., Raymond James & Associates, Inc., and Capital Analysts, 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.
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.
Consulting and other non-discretionary advisory services
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
FL
03/13/2017 - Present
LPL Financial LLC (BOCA RATON FL)
NY
03/25/1994 - 01/04/1999
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
12/10/1990 - 03/25/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
04/06/1987 - 12/24/1990
GLOBAL CAPITAL SECURITIES, INC.
NA
03/04/1987 - 04/16/1987
B & D EQUITIES INC.
NA
03/16/1984 - 07/08/1986
U. S. CAPITAL SECURITIES, INC.
NA
10/01/1982 - 02/02/1983
RAYMOND JAMES & ASSOCIATES, INC.
NA
04/29/1982 - 09/24/1982
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 04/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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