Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant Perez is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Bryant has been in the industry since October 13, 2010. Bryant has a Series 66 license, a Series 9 license, a Series 10 license, a Series 7 license and a SIE license. Bryant has passed exams for both the Broker-Dealer and Investment Advisor branches of the industry. Bryant is registered in 27 states as a Broker-Dealer and 3 states as an Investment Advisor. Bryant is also registered with FINRA.
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.
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
MA
12/04/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 11/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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