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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 Harding is a financial advisor with Concourse Financial Group Securities, Inc. located in Wesley Chapel, FL. Bryan has been in the industry since 1997 and specializes in providing financial planning, investment management, and educational seminars. Bryan has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Bryan Harding holds Series 6, 7, 63, and 65 licenses. Bryan Harding also works for Protective Life Insurance Company and Investment Distributors Inc. Bryan Harding is registered to provide investment advisory services in Florida and Mississippi and offers services in other states as well. You can learn more about Bryan Harding on the SEC's website, adviserinfo.sec.gov/individual/summary/2835632.
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
FL
02/28/2022 - Present
Concourse Financial Group Securities, Inc. (Wesley Chapel FL)
FL
08/29/2019 - 04/22/2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Tampa FL)
CT
10/29/2013 - 08/14/2019
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NY
04/01/2006 - 10/25/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/29/2004 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
PA
07/20/2001 - 12/17/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
05/18/2000 - 06/05/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
GA
02/10/1997 - 04/18/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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