Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Bryan is a financial advisor with Schwab Wealth Advisory, Inc., with over 10 years of experience in the industry. Michael is registered with the state of Ohio, and holds Series 6, 7, 63, and 66 licenses. Michael has previously worked at Pruco Securities, LLC and Premier Bank & Trust. Michael specializes in portfolio management, financial planning, and investment advisory services. Michael offers services to a wide range of clients, including individuals, businesses, and high-net-worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
OH
08/26/2024 - Present
Schwab Wealth Advisory, Inc. (Richfield OH)
OH
04/26/2013 - 11/04/2015
PRUCO SECURITIES, LLC. (UNIONTOWN OH)
BOTH
Issued 07/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michael Bryan is the right advisor for you? Invested Better is here to help.
