Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Monks is a financial advisor with over 5 years of experience in the industry. Bryan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in both Texas and New York. Previously, Bryan Monks was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC in Texas, and TD Ameritrade, Inc. Bryan Monks has a strong background in financial services and holds the Series 7, Series 63, and Series 65 licenses. Bryan Monks is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
06/25/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
03/04/2019 - 09/28/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ADDISON TX)
TX
11/09/2018 - 03/11/2019
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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