Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wickes is a financial advisor with UBS Financial Services Inc. Bryan has been in the industry for over 10 years and has a strong track record of success. Bryan holds the Series 7TO, Series 9, Series 66 and SIE licenses. Bryan is registered to provide investment advice in all 50 states and the District of Columbia. Bryan is dedicated to helping clients reach their financial goals. UBS Financial Services Inc. is a leading global financial services firm that provides a wide range of products and services to individuals, families, and businesses. UBS Financial Services Inc. is committed to providing clients with the highest level of service and expertise.
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.
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.
See schedule d - miscellaneous
1
2
NJ
02/04/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BOTH
Issued 06/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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