Unclaimed
Bryan Weisman is a financial advisor with Fifth Third Securities, Inc. Bryan has been in the financial industry since October 2014. Bryan has a Series 7, Series 63, and Series 65 license. Bryan is also a Certified Financial Planner. Bryan has experience working with clients who are high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Bryan has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Fifth Third Bank.
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.
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.
Sponsor wrap fee program
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.
1
2
IN
04/21/2020 - Present
Fifth Third Securities, Inc. (FORT WAYNE IN)
IN
11/19/2014 - 01/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
BC
Issued 9/17/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Weisman is the right advisor for you? Invested Better is here to help.