Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Welch is a financial advisor with Truist Securities, Inc. Bryan has over 20 years of experience in the financial services industry. Bryan has a Series 7, Series 63, and SIE license. Bryan has been registered in all 50 states, the District of Columbia and Puerto Rico since November 29, 2023. Bryan is also registered with FINRA. Bryan was previously employed by EVERCORE GROUP L.L.C., OPPENHEIMER & CO. INC., D.A. DAVIDSON & CO., JEFFERIES & COMPANY, INC., J.P. MORGAN SECURITIES INC. and LEHMAN BROTHERS 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.
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.
1
2
MA
11/29/2023 - Present
Truist Securities, Inc. (BOSTON MA)
MA
02/29/2016 - 11/17/2023
EVERCORE GROUP L.L.C. (Boston MA)
MA
06/13/2011 - 02/22/2016
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
08/01/2008 - 05/23/2011
D.A. DAVIDSON & CO. (BOSTON MA)
MA
07/12/2006 - 11/30/2007
JEFFERIES & COMPANY, INC. (BOSTON MA)
MA
02/21/2002 - 07/07/2006
J.P. MORGAN SECURITIES INC. (BOSTON MA)
NY
04/24/2000 - 02/14/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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