Unclaimed
Bryan Eckelman is a financial advisor with over 30 years of experience in the industry. Bryan has been registered with Resolute Investment Distributors, Inc. since 2018. Previously, Bryan was employed with Foreside Fund Services, LLC and Samuels Chase & Co., Inc. Bryan is a registered representative in 52 states and the District of Columbia. Bryan holds Series 7, 24, 26, 63 and 66 licenses. Bryan is a specialist in providing investment advisory services for pooled investment vehicles, investment companies, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
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.
1
2
MA
02/28/2018 - Present
Resolute Investment Distributors, Inc. (Boston MA)
ME
01/19/2010 - 02/28/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
03/16/2009 - 01/04/2010
SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)
TX
03/09/1999 - 06/19/2008
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
MA
03/01/1995 - 05/21/1998
LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)
NA
07/12/1991 - 03/01/1995
COLONIAL INVESTMENT SERVICES
MA
09/27/1988 - 05/17/1991
METLIFE - STATE STREET INVESTMENT SERVICES, INC. (BOSTON MA)
NA
10/26/1984 - 08/15/1988
VAN KAMPEN MERRITT INC.
BOTH
Issued 01/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/13/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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