Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Tollerene is an investment advisor representative at LPL Financial LLC in Pearland, Texas. Bryan has been in the industry since 1988, working at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated and Blinder, Robinson & Co., Inc. Bryan has licenses and certifications for Series 7, 24, 31, 63 and 66. Bryan has been registered as a securities representative with LPL Financial LLC since 2002, and also holds a registered representative license in Texas. Bryan is a part of Westland Financial Services, a non-variable insurance company.
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
TX
07/16/2002 - Present
LPL Financial LLC (PEARLAND TX)
NY
04/09/1997 - 06/28/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/11/1989 - 04/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/14/1989 - 09/23/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/21/1988 - 02/15/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 04/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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