Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Scott Green is a financial advisor with over 27 years of experience in the industry. Bryan is currently registered with Hightower Advisors, LLC and has also been previously registered with PRIVATE CLIENT SERVICES, LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., BANC OF AMERICA INVESTMENT SERVICES, INC., QUEST CAPITAL STRATEGIES, INC. and MONY SECURITIES CORP.. Bryan holds the following licenses: Series 6, Series 7, Series 31, Series 63, Series 66, and SIE. Bryan is a specialist in retirement planning, mutual funds, fixed income, variable annuities, and insurance. Bryan works with individuals, families, businesses, and institutions.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
KS
09/09/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
06/01/2009 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
07/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA KS)
KS
09/10/2004 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
MA
03/21/2001 - 09/21/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
12/08/1997 - 01/23/2001
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
07/19/1995 - 10/29/1997
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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