Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Marvin is a financial advisor with over 15 years of experience in the financial services industry. Bryan is a registered representative of Equity Services, Inc. and holds licenses to provide investment advice in several states. Bryan has a strong focus on serving high-net-worth individuals, pension plans, and charitable organizations. Bryan's previous experience includes working with Financial Network Investment Corporation, Princor Financial Services Corporation, and OneAmerica Securities, Inc. Bryan offers a range of financial services including financial planning, portfolio management, and investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
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
PA
02/24/2012 - Present
Equity Services, Inc. (MEDIA PA)
PA
07/09/2010 - 02/23/2012
ONEAMERICA SECURITIES, INC. (PLYMOUTH MEETING PA)
PA
06/04/2008 - 06/03/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
04/24/2008 - 06/11/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
PA
12/05/2003 - 04/29/2008
EQUITY SERVICES, INC. (MEDIA PA)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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