Unclaimed
Bryar Joelle davies Ryan is a financial advisor with Edward Jones. Bryar has been in the financial services industry since 2002. Bryar has held previous roles with Phoenix Equity Planning Corporation, Carillon Investments, Inc., and AXA Advisors, LLC. Bryar is a registered representative with FINRA and is licensed in Arizona.
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.
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.
See schedule d - miscellaneous
1
2
MO
06/18/2008 - Present
Edward Jones (ST LOUIS MO)
CA
08/15/2006 - 06/13/2007
PHOENIX EQUITY PLANNING CORPORATION (NEWPORT BEACH CA)
TX
06/24/2004 - 07/20/2006
PHOENIX EQUITY PLANNING CORPORATION (DALLAS TX)
OH
02/25/2003 - 02/27/2004
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
10/25/2000 - 02/24/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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