Unclaimed
Bryon Dangerfield is an investment advisor representative who has been in the industry since December 2005. Currently, Bryon is registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 2019. Previously, Bryon worked for E*TRADE Securities LLC and Fidelity Brokerage Services LLC. Bryon has been registered with the state of Utah since March 2019 and is currently approved in 52 states and territories. Bryon specializes in providing financial planning and investment consulting services to both individuals and businesses. Bryon is also a board member for Granite Legacy HOA.
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
MO
03/13/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
03/22/2017 - 11/29/2018
E*TRADE SECURITIES LLC (SANDY UT)
UT
08/15/2005 - 03/14/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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