Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Sonderby is a financial advisor with Diversify Advisory Services, LLC, a firm based in Sandy, UT. Bryan is licensed in California and holds a Series 65 license and a Series 6. Bryan has been in the industry since 2004. Bryan specializes in providing portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Bryan has experience working with high net worth individuals, pension and profit-sharing plans, and corporations and other businesses. Bryan is also a Registered Investment Advisor.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/08/2023 - Present
Diversify Advisory Services, LLC (Rancho Santa Fe CA)
MN
07/26/2004 - 06/25/2007
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
IA
Issued 08/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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