Bryan M. Sundell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan M Sundell was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2001. Bryan had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 25, 2015 - May 31, 2018
PARTNERVEST ADVISORY SERVICES LLC
September 22, 2014 - October 8, 2015
LPL FINANCIAL LLC
September 22, 2014 - October 8, 2015
LPL FINANCIAL LLC
September 20, 2007 - September 4, 2014
CHARLES SCHWAB & CO., INC.
September 20, 2007 - September 4, 2014
CHARLES SCHWAB & CO., INC.
September 28, 2006 - May 25, 2007
CHARLES SCHWAB & CO., INC.
May 25, 2001 - May 25, 2007
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
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Exams
Current Firm
PARTNERVEST ADVISORY SERVICES LLC
CRD#: 113621 / SEC#: 801-62795
Contact information
Red Flags
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