Unclaimed
Bryan Steven Deslauriers is a financial advisor with LPL Financial LLC in South Burlington, VT. Bryan has been in the industry since 2005. Bryan is registered with 30 states and 2 territories for both Broker Dealer and Investment Advisor activities, and has experience working with a variety of client types, including individuals, businesses, pension and profit-sharing plans, charitable organizations, and investment clubs. Bryan is a Registered Representative and Investment Advisor Representative, and is licensed to sell securities and provide investment advisory services. Bryan's experience and qualifications make Bryan a valuable asset to LPL Financial LLC.
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
VT
06/06/2018 - Present
LPL Financial LLC (SOUTH BURLINGTON VT)
VT
08/13/2014 - 06/05/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (SOUTH BURLINGTON VT)
VT
09/09/2008 - 08/14/2009
CHITTENDEN SECURITIES, LLC. (SWANTON VT)
VT
09/07/2005 - 09/02/2008
EDWARD JONES (WINOOSKI VT)
BOTH
Issued 10/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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