Unclaimed
Bryant Weiskopf is a financial advisor with Goldman Sachs & Co. LLC. Bryant has been in the industry since 2012 and has a strong background in investment banking. Bryant is licensed to provide securities advice in California and has passed the Series 7, 63, 66, 79 and SIE exams. Bryant has previously worked for Citigroup Global Markets Inc. in Washington, D.C. Goldman Sachs & Co. LLC is a large firm that offers a wide range of financial services, including investment banking, securities trading, and asset management. Bryant specializes in providing investment advice to individuals, corporations, and other institutional clients.
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.
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.
Execution charges, custody, management fee
1
2
CA
06/21/2022 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
08/22/2018 - 06/16/2021
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
DC
08/09/2012 - 04/19/2016
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
BOTH
Issued 10/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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