Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryn? Claim Your ProfileBryn Markey is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bryn has been in the financial industry since 2013 and holds licenses in several states. Bryn specializes in portfolio management for individuals and businesses, as well as investment consulting services to institutional clients. Bryn's current employment is with Wells Fargo Advisors Financial Network, LLC and Bryn's previous employment was with Raymond James Financial Services, Inc.
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.
1
2
MD
06/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
FL
08/29/2013 - 06/27/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (GULF BREEZE FL)
BC
Issued 07/01/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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