Unclaimed
Bryant Bienz is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since April 2018. Bryant is licensed in 53 states and the District of Columbia, and holds a Series 7, Series 6, Series 63, and Series 65. Bryant is a financial advisor who provides financial planning, portfolio management, and investment consulting services to individual and institutional clients. Bryant holds a bachelor's degree from Brigham Young University and a master's degree from the University of Utah.
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
FL
05/07/2018 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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