Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryon? Claim Your ProfileBryon Holz is a financial advisor with over 35 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Brandon, Florida. Bryon is also a Chartered Financial Consultant and holds the Series 6, 63, 65, and 26 licenses. He has worked with a variety of clients throughout his career, including high-net-worth individuals, corporations, and pension and profit-sharing plans. He is a specialist in providing financial planning, portfolio management, and retirement planning services to individuals and businesses. Bryon is also a freelance music writer/photographer in his free time.
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.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (BRANDON FL)
FL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRANDON FL)
FL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (BRANDON FL)
TX
06/25/1987 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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