Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan O Vides is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Bryan has been in the securities industry since December 2006. Bryan has offices in Charlottesville, VA and has also been registered with several other firms in the past, including WELLS FARGO CLEARING SERVICES, LLC and WESTERN INTERNATIONAL SECURITIES, INC.
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
VA
12/08/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTESVILLE VA)
VA
06/05/2017 - 12/08/2021
WELLS FARGO CLEARING SERVICES, LLC (WAYNESBORO VA)
CA
10/23/2009 - 11/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
04/27/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PASADENA CA)
CA
02/28/2006 - 08/29/2006
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
08/23/2004 - 02/10/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 06/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2004
Series 7 - General Securities Representative 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
Not sure Bryan Vides is the right advisor for you? Invested Better is here to help.
