Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant Shan Tchan is a financial advisor at Wells Fargo Clearing Services, LLC. Bryant has been in the financial services industry since 2008. Bryant is registered with the state of California. Bryant is also registered with FINRA. Bryant has Series 6, 7, 63 and 66 licenses. Bryant has experience with investment companies, insurance companies, charitable organizations, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth. Bryant is a registered representative of Wells Fargo Clearing Services, LLC and an investment advisor representative of Wells Fargo Advisors, LLC.
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.
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.
Investment consulting services to institutional clients
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
07/28/2016 - Present
Wells Fargo Clearing Services, LLC (ALHAMBRA CA)
CA
01/02/2013 - 03/03/2014
U.S. BANCORP INVESTMENTS, INC. (BURBANK CA)
CA
10/01/2012 - 11/09/2012
J.P. MORGAN SECURITIES LLC (IRVINE CA)
CA
06/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
02/25/2009 - 06/12/2012
NYLIFE SECURITIES LLC (IRVINE CA)
NY
04/29/2008 - 02/06/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
BOTH
Issued 01/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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