Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Levy is a registered representative and investment advisor representative with PFS Investments Inc. Bryan has been in the securities industry since 2019. Bryan holds the Series 63, 65, and 26 licenses. Bryan is also a registered investment advisor representative in Georgia and Texas. Bryan's primary focus is in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
06/14/2021 - Present
PFS Investments Inc. (ALPHARETTA GA)
GA
01/02/2020 - 06/26/2020
PFS INVESTMENTS INC. (ALPHARETTA GA)
GA
01/28/2019 - 12/31/2019
PFS INVESTMENTS INC. (ALPHARETTA GA)
IA
Issued 06/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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