Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Sarracino is a financial advisor with LPL Financial LLC. Bryan has been working in the financial industry since October 1999. Bryan has a wide range of experience in the industry and holds Series 6, 7, and 63 licenses, as well as the SIE and Series 65 licenses. Bryan is registered in Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Idaho, Indiana, Kansas, Minnesota, Missouri, Montana, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wyoming. Bryan also provides consulting and other non-discretionary advisory services. Bryan's previous experience includes working with Waddell & Reed, various insurance carriers for W&R insurance agencies, Worth Financial Planning, and Carol Sarracino.
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.
Consulting and other non-discretionary advisory services
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
NM
07/21/2021 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
10/26/1999 - 07/21/2021
WADDELL & REED (ALBUQUERQUE NM)
IA
Issued 07/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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