Unclaimed
George Bryan is a financial advisor with Wells Fargo Clearing Services, LLC. George has been in the financial services industry since 1983, and is currently registered as a Registered Representative and Investment Advisor Representative in Tennessee and Florida. George has a wide range of experience in the financial services industry, and has held licenses in multiple states. In addition to his work as a financial advisor, George is also a member of the investment committee at First Presbyterian Church in Brentwood, TN. George is committed to providing his clients with personalized financial advice and guidance.
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
TN
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
TN
11/22/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NASHVILLE TN)
BC
Issued 12/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1983
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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