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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Paul Roland is a financial advisor with over 20 years of experience in the industry. Roland is currently registered with Morgan Stanley, where has been with them since June of 2009. Previously, Roland was registered with Morgan Stanley & Co. Incorporated from May 2008 to June 2009 and UBS Financial Services Inc. from September 2002 to June 2008. Roland holds the Series 66, Series 7 and SIE licenses. Roland is registered in 45 states and the District of Columbia for securities and 2 states for investment advisory services. Roland's current registrations include Morgan Stanley, where is registered as a registered representative in New York and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/02/2009 - Present
Morgan Stanley (Williamsville NY)
NY
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WILLIAMSVILLE NY)
NY
09/18/2002 - 06/20/2008
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
BOTH
Issued 10/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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