Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Bernard Bryant is a financial advisor with over 35 years of experience in the industry. Keith is currently registered with Raymond James & Associates, Inc. and has previously worked for RBC Capital Markets, LLC, UBS Financial Services Inc., Smith Barney Inc. and Lehman Brothers Inc. Keith holds licenses in several states and offers a variety of financial services, including financial planning, portfolio management, and investment advisory 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.
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.
Please see note in schedule d - miscellaneous
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
CO
11/09/2023 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
09/24/2004 - 11/24/2023
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
NJ
03/13/1998 - 10/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 04/01/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/25/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1987
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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