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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant James Ferris is a financial advisor with over 30 years of experience in the industry. He is currently registered with Morgan Stanley in Pennsylvania and Texas, and previously worked with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Morgan Stanley DW Inc., and CUNA Brokerage Services, Inc. Ferris holds multiple licenses and certifications including the Series 6, 7, 9, 10, 31, 63, and 65, as well as the SIE. He is experienced in providing financial planning, portfolio management, and pension consulting services for a wide range of clients including individuals, families, businesses, and institutions. Ferris has a strong commitment to helping his clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
01/02/2018 - Present
Morgan Stanley (Wyomissing PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
MD
07/19/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
12/02/1993 - 07/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
02/25/1991 - 11/17/1993
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 11/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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