Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryanna? Claim Your ProfileBryanna Gleason is a financial advisor with LPL Financial LLC. Bryanna has been in the industry for over 15 years and has a wide range of experience in helping clients achieve their financial goals. Bryanna holds the Series 7, Series 63, and Series 66 licenses and is registered to provide investment advice in 20 states. Bryanna's previous experience includes working with CETERA INVESTMENT SERVICES LLC and CUNA BROKERAGE 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/18/2022 - Present
LPL Financial LLC (Victorville CA)
CA
02/26/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Victorville CA)
CA
02/09/2015 - 03/24/2017
CETERA INVESTMENT SERVICES LLC (HESPERIA CA)
BOTH
Issued 09/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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