Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Keorlet is a financial advisor who is registered with the state of South Carolina and Texas. Bryan has been working in the financial services industry since 2006 and has a background with a number of firms, including Shopoff Securities, Inc., Foreside Fund Services, LLC, and Quasar Distributors, LLC. Bryan is currently working with Edelman Financial Engines. Bryan is also a Chartered Financial Analyst. Bryan has been working with Edelman Financial Engines since March 2024.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
SC
04/15/2024 - Present
Edelman Financial Engines (COLUMBIA SC)
CA
03/02/2017 - 05/11/2018
SHOPOFF SECURITIES, INC. (IRVINE CA)
ME
01/03/2017 - 02/28/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
07/25/2014 - 12/31/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
07/17/2013 - 04/09/2014
PNC INVESTMENTS (WESTWOOD NJ)
NJ
08/15/2006 - 07/12/2013
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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