Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Thomas Pojanowski is a registered representative with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Bryan has been in the financial services industry since 2004, and has a broad range of experience, having previously worked at firms such as Wells Fargo Advisors, LLC and Santander Securities LLC. Bryan holds the Series 66, Series 31 and Series 7 licenses. Bryan currently holds an active registration with the state of Pennsylvania and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/28/2023 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
07/01/2016 - 12/07/2023
WELLS FARGO CLEARING SERVICES, LLC (ALLENTOWN PA)
PA
12/21/2015 - 05/17/2016
SANTANDER SECURITIES LLC (EASTON PA)
PA
03/29/2011 - 05/15/2014
WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)
PA
01/27/2006 - 01/11/2010
AXA ADVISORS, LLC (BETHLEHEM PA)
NY
07/08/2004 - 12/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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