Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tucker? Claim Your ProfileTucker N. Bryan is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Birmingham, AL. Tucker Bryan is registered with FINRA and holds licenses for the Series 7TO, SIE, and Series 66 exams. Tucker Bryan has been in the financial industry for a number of years and has experience with Stephens Inc. in Little Rock, AR and Invista Advisors in Montgomery, AL. Tucker Bryan specializes in retirement and estate planning, as well as investment management for both individuals and businesses. Tucker Bryan is also a registered investment advisor, and is able to provide financial advice to clients in Alabama and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
11/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BIRMINGHAM AL)
AR
09/22/2022 - 10/06/2023
STEPHENS (LITTLE ROCK AR)
BOTH
Issued 11/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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