Unclaimed
Bryan Laverman has been in the financial services industry since June 19, 2000. Bryan is currently a Registered Representative of Private Advisor Group, LLC and has been associated with them since November 15, 2018. Bryan is also a Registered Investment Advisor with the firm. Previously, Bryan was a Registered Representative with PROEQUITIES, INC. from June 20, 2000 until December 2, 2011. Bryan is licensed in several states including Florida, Illinois, Indiana, Michigan, Minnesota and North Carolina. Bryan has experience in investment advisory services, fixed insurance sales, and financial planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/15/2018 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
IN
06/20/2000 - 12/02/2011
PROEQUITIES, INC. (SCHERERVILLE IN)
BOTH
Issued 02/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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