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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wayne Schlundt is a financial advisor at Fidelity Personal AND Workplace Advisors. Bryan has been in the industry since 1997 and has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Bryan is registered with the state of California, Texas, Massachusetts and Utah and holds the following licenses: Series 7, Series 63, Series 10, Series 9, and Series 65. Bryan specializes in a number of investment areas, including financial planning, portfolio management, selection of other advisers, and providing educational seminars. Bryan is committed to providing his clients with the highest level of personalized service.
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.
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.
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CA
01/21/2021 - Present
Fidelity Personal AND Workplace Advisors (SEAL BEACH CA)
CA
06/19/2007 - 12/31/2020
TD AMERITRADE, INC. (IRVINE CA)
TX
09/29/2004 - 12/15/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
09/29/2003 - 09/22/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
06/23/1998 - 08/14/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
02/09/1998 - 06/02/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
09/20/1997 - 01/20/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/01/1995 - 10/31/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
06/01/1996 - 09/22/1997
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
10/17/1995 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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