Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryson? Claim Your ProfileBryson Cody Allsup is a financial advisor currently registered with Charles Schwab & Co., Inc. Bryson has been in the financial services industry since 2012. Bryson is licensed to provide investment advice and securities services in multiple states. Bryson has also previously worked for Fidelity Brokerage Services LLC, Zillow, and Charles Schwab Bank, SSB. Bryson is currently a registered representative for Charles Schwab & Co., Inc. and holds a Series 7, Series 3, Series 4, Series 9, Series 10, Series 34, Series 63, and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
07/24/2019 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NY
07/10/2012 - 12/08/2016
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
BOTH
Issued 07/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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