Unclaimed
Bryan Morley is a financial advisor with Jonestrading. Bryan has been in the industry since 2006 and is registered in 20 states. Bryan holds the Series 7, Series 24, Series 55, Series 57TO and Series 63 licenses. Bryan has a broad background in the financial services industry, with experience in a number of areas. Bryan is dedicated to helping clients achieve their financial goals.
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.
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.
1
2
CA
09/07/2006 - Present
Jonestrading (THOUSAND OAKS CA)
BC
Issued 09/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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