Verified
Stephen Wendell Bryars is a financial professional with over 40 years of experience in the financial industry. Stephen has worked for several firms, including MML Investors Services, LLC, MSI Financial Services, Inc., and New England Securities. Stephen has a strong track record of providing comprehensive financial services to his clients. Stephen is registered to provide investment advice in 31 states and the District of Columbia. Stephen is a Chartered Financial Consultant and offers a range of services including financial planning, asset allocation programs, pension consulting, educational seminars, and selection of other advisers.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
05/04/2017 - Present
MML Investors Services, LLC (PENSACOLA FL)
FL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
08/10/1981 - 01/02/2015
NEW ENGLAND SECURITIES (PENSACOLA FL)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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