Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Pecherek is a financial advisor at LPL Financial LLC. Bryan has been in the financial services industry since 2003 and is licensed to provide investment advice in 27 states. Bryan previously worked at INVEST FINANCIAL CORPORATION and WELLS FARGO ADVISORS, LLC. Bryan's specializations include: retirement planning, college savings, estate planning, insurance, and investment management.
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.
1
2
PA
02/14/2018 - Present
LPL Financial LLC (CHALFONT PA)
PA
07/18/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (POTTSTOWN PA)
PA
08/10/2010 - 07/12/2012
WELLS FARGO ADVISORS, LLC (HORSHAM PA)
PA
06/03/2008 - 08/14/2009
ADVISORS ASSET MANAGEMENT, INC. (CONSHOHOCKEN PA)
NJ
01/13/2006 - 06/09/2008
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
06/03/2005 - 01/17/2006
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
NY
03/10/2004 - 12/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
07/11/2001 - 01/28/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/11/2001 - 01/28/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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