Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Randolph Norfleet has been in the financial services industry since May 1999. Bryan is currently registered with Wells Fargo Clearing Services, LLC in Virginia. Bryan is also registered with Wells Fargo Clearing Services, LLC in Texas, as a Resident Agent. Bryan previously worked with SunTrust Investment Services, Inc., First Union Securities, Inc., and First Union Capital Markets Corp. Bryan specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
VA
07/28/2005 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
GA
08/30/2001 - 07/25/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MO
10/01/1999 - 05/10/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/01/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 12/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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