Unclaimed
Bryan Harada is a financial advisor with J.P. Morgan Securities LLC. Bryan has been in the financial services industry since April 2007 and has experience with both individual and business clients. Bryan holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. Bryan has a strong understanding of the financial markets and can help clients develop a financial plan that meets their specific needs. Bryan also offers portfolio management and financial planning services.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
03/28/2016 - Present
J.p. Morgan Securities LLC (Irvine CA)
CA
03/30/2010 - 03/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
03/29/2007 - 03/24/2010
WELLS FARGO INVESTMENTS, LLC (LAKEWOOD CA)
BOTH
Issued 04/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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