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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 Shurn has been in the financial services industry since 2005. Currently, Bryant Shurn is registered as an Investment Advisor Representative with Raymond James & Associates, Inc. Bryant Shurn has experience with a wide range of firms, including Wells Fargo Clearing Services, LLC, Scottrade, Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Fahnestock & Co. Inc. Bryant Shurn is also a registered principal with Raymond James & Associates, Inc. and holds the Series 7, 9, 10, 24, 31, 63 and 66 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OH
09/30/2024 - Present
Raymond James & Associates, Inc. (CINCINNATI OH)
WI
07/24/2018 - 10/07/2019
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
MO
11/04/2013 - 03/07/2018
SCOTTRADE, INC. (ST LOUIS MO)
IL
02/04/2010 - 10/21/2013
TD AMERITRADE, INC. (CHICAGO IL)
NJ
06/26/2006 - 01/04/2010
FIDELITY BROKERAGE SERVICES LLC (MORRISTOWN NJ)
NJ
01/11/2005 - 05/09/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
01/03/2003 - 02/27/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
10/31/2002 - 12/18/2002
PHD CAPITAL (NEW YORK NY)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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