Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Bryden is an investment advisor representative with Curi RMB Capital, LLC, with branch offices in Brookfield, WI and Chicago, IL. Jeffrey is registered with the state of Illinois and Wisconsin. Jeffrey has been a registered investment advisor representative since 1987. Jeffrey's past experience includes roles at Wisconsin Discount Securities Corporation and Mason Street Securities, Inc.. Jeffrey holds the Series 3, Series 7 and Series 63 licenses. Jeffrey has been a Chartered Financial Analyst since 2008. Jeffrey's primary focus is on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jeffrey also provides financial planning services.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
10/01/2018 - Present
Curi RMB Capital, LLC (Brookfield WI)
NA
04/21/1987 - 02/04/1991
WISCONSIN DISCOUNT SECURITIES CORPORATION
NA
04/18/1984 - 01/01/1987
MASON STREET SECURITIES, INC.
IA
Issued 11/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Bryden is the right advisor for you? Invested Better is here to help.
