Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Tudor is a financial professional with over 30 years of experience in the industry. Bryan has held various roles at prominent firms such as Josephthal & Co., Inc., H.J. Meyers & Co., Inc., and Hibbard Brown & Co., Inc. Currently, Bryan is a registered representative at Oppenheimer & Co. Inc., where Bryan provides financial advisory services including portfolio management for individuals, businesses, and pooled investment vehicles. Bryan is also a registered investment advisor, holding both Series 63 and Series 65 licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
09/30/2005 - Present
Oppenheimer & Co. Inc. (CINCINNATI OH)
NY
09/21/1998 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
08/22/1994 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
07/29/1992 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 11/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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