Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan P. Sechrist is a financial advisor with over 15 years of experience in the industry. Bryan is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2012. Before joining TIAA-CREF, Bryan was previously registered with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Bryan holds several licenses and certifications, including Series 6, Series 7, Series 63 and Series 66. Bryan is also a licensed investment advisor in the state of Texas. Bryan's expertise lies in helping individuals and families reach their financial goals. Bryan provides a range of services, including financial planning, portfolio management, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
02/16/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Fort Worth TX)
TX
01/01/2008 - 04/03/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/26/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 02/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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