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 professional with over 29 years of experience in the financial services industry. Currently, Jeffrey is an Investment Advisor Representative at Touchstone Advisors Inc. Jeffrey has been registered with the state of Ohio since 2019. Previously, he has held positions at OppenheimerFunds Distributor, Inc., Prudential Investment Management Services LLC, Prudential Securities Incorporated, MetLife Securities Inc. and Metropolitan Life Insurance Company. Jeffrey is also licensed to provide financial services in Florida, Ohio, and Puerto Rico. Jeffrey holds a Series 6, 7, 63 and 65 securities licenses. He is a Series 7 & 63, Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination certificate holder. His primary professional focus is on financial planning, selection of other advisors, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/13/2019 - Present
Touchstone Advisors Inc. (Coral Gables FL)
NY
06/07/2001 - 03/15/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
02/15/1998 - 04/13/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
02/04/1997 - 12/31/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
12/05/1990 - 11/13/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/05/1990 - 11/13/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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