Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Matthew Parkinson is a financial advisor at Wells Fargo Clearing Services, LLC. Bryan has been in the financial industry for over 12 years and holds several licenses and certifications including Series 7, 6, 63, 65, 9, 10 and SIE. Bryan is registered with the state of Minnesota and California as a registered representative and investment advisor representative. Prior to joining Wells Fargo Clearing Services, LLC, Bryan worked at U.S. Bancorp Investments, Inc. in Saint Paul, Minnesota. Bryan is also a real estate owner with a rental property in Mammoth Lakes, California. Bryan is an active member of the financial industry and is committed to providing his clients with the best possible financial advice.
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.
1
2
CA
01/22/2014 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
MN
06/02/2011 - 04/12/2013
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 11/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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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