Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Louis White is a financial advisor with UBS Financial Services Inc. based in Denver, CO. Bryan has been in the financial services industry since 2000 and has worked for several firms including Wells Fargo Advisors, LLC and Edward Jones. Bryan holds Series 6, 7, 63, and 66 securities licenses. Bryan provides a variety of services to individuals, families, businesses, and institutions. These services include financial planning, investment management, retirement planning, college savings planning, and estate 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.
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.
See schedule d - miscellaneous
1
2
CO
09/18/2023 - Present
UBS Financial Services Inc. (DENVER CO)
CO
01/03/2011 - 08/08/2011
WELLS FARGO ADVISORS, LLC (LITTLETON CO)
CO
03/11/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LITTLETON CO)
CA
03/19/2002 - 02/25/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
MO
09/12/2000 - 03/01/2002
EDWARD JONES (ST. LOUIS MO)
CA
10/19/1999 - 03/06/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 05/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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