Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant Gregory Shirreffs is a financial advisor with UBS Financial Services Inc., registered in both Connecticut and Texas. Bryant has over 5 years of experience in the financial services industry and holds Series 66, Series 7, and SIE licenses. In addition to their work at UBS Financial Services Inc., Bryant is also a Partner at Five-Star Quarterbacks, a sports and leisure facility providing private training to quarterbacks. Bryant's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Educational Seminars, Publication of Periodicals, and Pension Consulting.
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
CT
01/17/2020 - Present
UBS Financial Services Inc. (NEW HAVEN CT)
BOTH
Issued 04/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2018
Series 7 - General Securities Representative 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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