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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom O'Bryon is a financial advisor at Steward Partners Investment Advisory, LLC. Tom O'Bryon has been in the financial services industry for over 40 years. Tom O'Bryon has extensive experience working with individual investors, families, and businesses. Tom O'Bryon is a Certified Financial Planner and has a wide range of experience. Tom O'Bryon specializes in financial planning, investment management, and insurance planning. Tom O'Bryon works with clients to develop customized financial plans that meet their individual needs and goals. Tom O'Bryon is committed to providing personalized service and helping his clients achieve their financial objectives. Tom O'Bryon has been registered with the SEC as an investment advisor representative since May 2016 and is also registered with FINRA. Tom O'Bryon has held previous roles at Raymond James Financial Services, Inc., UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, and Ferris, Baker Watts Incorporated.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MD
04/01/2021 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
05/12/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
02/16/2006 - 05/23/2016
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
MD
06/21/1993 - 03/13/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
01/24/1977 - 06/25/1993
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 9/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/13/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1980
Series 4 - Registered Options Principal Examination
BC
Issued 6/10/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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