Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Stephen Fazio is a financial advisor with over 24 years of experience in the financial services industry. Bryan Stephen Fazio is registered with Wells Fargo Clearing Services, LLC and is a CERTIFIED FINANCIAL PLANNER™. Bryan Stephen Fazio is also a registered Investment Advisor. Bryan Stephen Fazio has been with Wells Fargo Advisors LLC since May 2009. Prior to that, Bryan Stephen Fazio worked with A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., and Putnam Mutual Funds Corp. Bryan Stephen Fazio has experience providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension plans. Bryan Stephen Fazio also provides financial planning, portfolio management, and investment consulting services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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
FL
09/27/2006 - Present
Wells Fargo Clearing Services, LLC (PONTE VEDRA BEACH FL)
FL
08/30/2001 - 09/28/2006
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
NY
01/07/2000 - 08/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
12/06/1996 - 08/07/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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