Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bryan is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions with BlackRock Investments, LLC, Banc of America Investment Services, Inc., Edward Jones, Mercantile Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey has a broad range of experience, including investment advisory services for individuals, businesses, and institutions. He is also a licensed securities professional, holding Series 7, 63, and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
06/01/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
MA
02/16/2007 - 01/26/2017
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
MO
05/14/2002 - 08/10/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
02/09/1998 - 03/07/2002
EDWARD JONES (ST. LOUIS MO)
MO
06/30/1992 - 01/11/1996
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
12/17/1985 - 02/06/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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