Unclaimed
Bryan Sodomora is a financial advisor with over 8 years of experience in the industry. Bryan holds the Series 6, Series 63, and Series 65 licenses and is registered to offer advisory services in Tennessee. Currently, Bryan works at Empower Advisory Group, LLC. Before joining Empower Advisory Group, LLC, Bryan worked at Woodbury Financial Services, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TN
11/10/2022 - Present
Empower Advisory Group, LLC (Knoxville TN)
TN
04/03/2018 - 11/01/2022
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
06/12/2014 - 01/10/2018
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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