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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Simon is a financial advisor who has been in the industry since 2021. Bryan currently works at Merrill Lynch, Pierce, Fenner & Smith Inc., and previously worked at Credit Suisse Securities (USA) LLC. Bryan is a licensed broker and investment advisor representative, and holds Series 63, 66, 7TO, 86, and 87 licenses. Bryan offers a variety of advisory services, including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, and research reports and services. Bryan is registered with the state of Florida and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
NY
11/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
11/02/2021 - 08/31/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 09/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/19/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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