Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Carter is a financial professional with over 15 years of experience in the financial services industry. Bryan is a Certified Financial Planner™ and holds a Series 7, Series 9, Series 10, Series 63, and Series 66 license. Currently, Bryan is a Registered Representative with Charles Schwab & Co., Inc. in Tysons Corner, Virginia. Bryan has previously worked with Fidelity Brokerage Services LLC and National Financial Services LLC. Bryan provides financial advice, portfolio management, and financial planning services to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
08/09/2022 - Present
Charles Schwab & CO., Inc. (Tysons Corner VA)
VA
12/06/2011 - 06/24/2022
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
NY
01/17/2008 - 09/23/2011
NATIONAL FINANCIAL SERVICES LLC (NEW YORK NY)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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