Bryan Wasserman

Bryan Wasserman Email and Phone Number

Registered Representative @ Triad Advisors
Annapolis, MD, US
Bryan Wasserman's Location
Annapolis, Maryland, United States, United States
Bryan Wasserman's Contact Details

Bryan Wasserman personal email

n/a

Bryan Wasserman phone numbers

About Bryan Wasserman

We provide creative solutions to business owners in the world of Employee Benefits, Tax-Qualified Retirement Plans, Executive Benefit Planning, and Business Continuation Planning. We customize plans to fit the needs of each individual industry so their employees are well covered with proper insurance.-Group Tax-Qualified Retirement Plans such as SIMPLE IRAs, 401(k)'s, Profit Sharing, SEP's, etc.-Group Healthcare Plans with a variety of Maryland providers and Section 125 plans.-Group Ancillary Benefits such as dental, vision, disability, life and voluntary work-site benefits.-Business Continuation Planning with business loan protection, overhead expense, and buy-sell agreements.Investment Advisory services provided by Continuum Advisory, LLC, an SEC registered investment adviser. Brokerage services provided by Triad Advisors, a registered broker/dealer, and Member FINRA and SIPC. Insurance products are offered through various licensed insurance agencies and some tax and legal services are provided by Investment Advisory Representatives as a part of their Outside Business Activities. Insurance, tax, and legal services offered by Continuum advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you.Triad Advisors is not affiliated with Continuum Advisory, LLC, or any of its affiliates. A copy of Continuum Advisory, LLC’s current written disclosure statement discussing advisory services and fees is available for review upon request or can be found on our website, www.ContinuumAdvisory.com.www.finra.orgwww.SIPC.com

Bryan Wasserman's Current Company Details
Triad Advisors

Triad Advisors

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Registered Representative
Annapolis, MD, US
Bryan Wasserman Work Experience Details
  • Triad Advisors
    Registered Representative
    Triad Advisors
    Annapolis, Md, Us
  • Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, Llc
    Financial Advisor
    Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, Llc May 2019 - Present
    Annapolis, Md
  • Continuum Advisory, Llc
    Investment Advisor Representative
    Continuum Advisory, Llc May 2019 - Present
    Annapolis, Md
  • Triad Advisors
    Registered Representative
    Triad Advisors May 2019 - Present
    Annapolis, Md
  • Garrison Advisors, Llc
    Financial Advisor
    Garrison Advisors, Llc Jul 2017 - May 2019
    Annapolis, Md
  • Massmutual Financial Group
    Financial Advisor
    Massmutual Financial Group Jul 2015 - May 2019
    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.
  • Sig (Silberstein Insurance Group)
    Financial Services Representative
    Sig (Silberstein Insurance Group) Jul 2015 - Jun 2017
  • John Staurulakis, Inc. (Jsi)
    Senior Financial Analyst
    John Staurulakis, Inc. (Jsi) Nov 2010 - May 2015
    Washington D.C. Metro Area
  • Lax World
    Manager
    Lax World Jan 2007 - Nov 2010
    Annapolis, Md

Bryan Wasserman Skills

Life Insurance Health Insurance Leadership Social Media Marketing Management Marketing Customer Service Sales Team Leadership Strategy Microsoft Excel Teamwork

Bryan Wasserman Education Details

Frequently Asked Questions about Bryan Wasserman

What company does Bryan Wasserman work for?

Bryan Wasserman works for Triad Advisors

What is Bryan Wasserman's role at the current company?

Bryan Wasserman's current role is Registered Representative.

What is Bryan Wasserman's email address?

Bryan Wasserman's email address is bw****@****oup.com

What is Bryan Wasserman's direct phone number?

Bryan Wasserman's direct phone number is (410) 823*****

What schools did Bryan Wasserman attend?

Bryan Wasserman attended Towson University.

What skills is Bryan Wasserman known for?

Bryan Wasserman has skills like Life Insurance, Health Insurance, Leadership, Social Media Marketing, Management, Marketing, Customer Service, Sales, Team Leadership, Strategy, Microsoft Excel, Teamwork.

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