Unclaimed
Rebecca A Bryan is a financial advisor with over 11 years of experience in the industry. Rebecca has held positions with a variety of firms including CETERA ADVISOR NETWORKS LLC, Bryan Funding, Inc., and Newedge Advisors. Rebecca has a strong background in both securities and investment advisory services. Rebecca is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in multiple states. Rebecca is dedicated to providing clients with personalized financial advice and investment management 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.
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.
1
2
PA
01/09/2024 - Present
Newedge Advisors (PITTSBURGH PA)
PA
08/12/2019 - 11/13/2023
CETERA ADVISOR NETWORKS LLC (CARNEGIE PA)
PA
10/31/2012 - 08/21/2019
BRYAN FUNDING, INC. (CANONSBURG PA)
BOTH
Issued 06/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/21/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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