Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Pepper is a financial advisor with over 16 years of experience in the financial services industry. He is currently registered with Charles Schwab & CO., Inc. in California and Arizona. Bryan has worked with a number of firms over the years, including Verity Investments, Inc., Montage Securities, LLC, and Berthel, Fisher & Company Financial Services, Inc. He specializes in providing financial planning and advisory services to individuals and families. Bryan is committed to helping his clients achieve their financial goals.
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
1
2
CA
11/06/2024 - Present
Charles Schwab & CO., Inc. (Newport Beach CA)
NC
08/02/2019 - 12/26/2019
VERITY INVESTMENTS, INC. (DURHAM NC)
KS
12/05/2013 - 08/14/2017
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
CA
08/29/2013 - 12/03/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/13/2012 - 09/25/2013
LPL FINANCIAL LLC (IRVINE CA)
CA
01/30/2009 - 12/14/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/01/2008 - 02/13/2009
WACHOVIA SECURITIES, LLC (IRVINE CA)
CA
02/16/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IRVINE CA)
BOTH
Issued 02/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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