Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Oglesby is a financial advisor at Raymond James Financial Services Advisors, Inc. Bryan has been in the financial services industry since 2007. Bryan has experience with a variety of financial products and services, including financial planning, portfolio management, and investment advisory services. Bryan holds a Series 66 license, as well as Series 7, 9, and 10 licenses. Bryan also holds a Bachelor of Arts degree from the University of Georgia and a Master of Business Administration degree from the University of Florida. Bryan is committed to providing personalized financial advice to his clients. Bryan’s background includes experience with various firms, including Edward Jones, Morgan Keegan & Company, Inc., and Raymond James & Associates, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
09/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (Zebulon GA)
GA
02/13/2013 - 09/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (GRIFFIN GA)
GA
11/08/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
04/16/2007 - 11/10/2010
EDWARD JONES (THOMASTON GA)
BOTH
Issued 04/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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