Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Bryan is a financial advisor currently registered with Franklin Distributors, LLC. William holds a Series 7TO and Series 63 license as well as the SIE exam. Prior to joining Franklin Distributors, LLC, William worked at PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. William is registered to provide securities related services in all 50 states and the District of Columbia.
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.
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.
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MA
07/02/2024 - Present
Franklin Distributors, LLC (Boston MA)
MA
12/01/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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