Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Sampson is an active investment advisor representative with over 30 years of experience in the industry. Bryan is currently registered with Robert W. Baird & Co. Inc., and has been with the firm since 2009. Prior to that, Bryan was registered with Citigroup Global Markets Inc. and Lehman Brothers Inc. Bryan is licensed to provide investment advisory services in 36 states. Bryan's investment advisory career began in 1988 when Bryan was registered with Lehman Brothers Inc. in New York, New York. Bryan passed the Series 7, Series 3, and SIE exams. Bryan's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
See schedule d
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.
Hard dollar payments for research
1
2
IA
03/30/2009 - Present
Robert W. Baird & Co. Inc. (Quad Cities IA)
IA
07/31/1993 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
NY
05/25/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
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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