Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bryan has over 30 years of experience in the financial services industry. Peter has a Series 6, 7, 22, 63 and SIE licenses. Peter is currently a Registered Representative with Osaic Wealth, Inc. and is registered in Texas and California. Peter has also been associated with Lincoln Financial Securities Corporation. Peter is a Registered Representative and Investment Advisor Representative, and offers financial planning, portfolio management, and pension consulting services. Peter is also a sports official for the Texas Stars Hockey Club.
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.
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.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (Taylor TX)
MA
04/21/1992 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/27/1989 - 03/26/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
12/21/1984 - 03/26/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
CA
03/17/1988 - 08/22/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
03/17/1988 - 08/22/1989
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
03/14/1983 - 03/01/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 04/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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