Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wyckoff is a financial advisor with Cadaret, Grant & CO., Inc. Bryan has been in the industry since 2017 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. He offers a range of services, including financial planning, portfolio management, and selection of other advisors. Bryan holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Bryan is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/15/2023 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
12/16/2022 - 11/13/2023
NYLIFE SECURITIES LLC (DEWITT NY)
NY
02/19/2021 - 11/03/2022
KEY INVESTMENT SERVICES LLC (Syracuse NY)
NY
06/24/2019 - 02/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ITHACA NY)
NY
04/27/2017 - 06/07/2019
NYLIFE SECURITIES LLC (DEWITT NY)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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