Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Defrances is a financial professional with over 23 years of experience in the industry. Bryan has held various roles at several prominent firms, including Lehman Brothers Inc., Brown Brothers Harriman & Co., and Credit Suisse Securities (USA) LLC. Currently, Bryan is registered with Wells Fargo Clearing Services, LLC and is licensed to offer investment advice in several states.
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.
Investment consulting services to institutional clients
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.
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2
FL
06/10/2019 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
FL
03/25/2014 - 06/13/2019
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
09/18/2008 - 04/21/2014
CREDIT SUISSE SECURITIES (USA) LLC (WEST PALM BEACH FL)
FL
05/10/2005 - 09/24/2008
LEHMAN BROTHERS INC. (PALM BEACH FL)
NY
10/01/2000 - 05/04/2005
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
FL
08/10/1994 - 08/08/1995
WALL STREET MONEY CENTER CORP. (BOCA RATON FL)
BOTH
Issued 10/17/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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