Bryan Tollerene Email & Phone Number | • Analyzing and assessing investors long and short term investment objectives for providing advice and consultation with domestic and international portfolio management, retirement planning, and estate planning. • Managing investment portfolios, conducting analyses of risk/return objectives, asset allocation construction, insurance product evaluation and placement, retirement plan evaluation and design assistance, (401Ks and defined benefit plans). • Fundamental research on macro economic conditions and individual publicly traded corporations. Technical analysis of financial markets (S&P 500, Dow Jones Industrial Average, NASDAQ), and individual equities in developing portfolio risk management strategies. • Developed relationships with corporate executives, human resource benefits administrators and union representatives to provide financial education regarding a multitude of asset allocation strategies for defined employee benefits plans and 401K plans. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact Info. section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Investments products and services available only to residents of: Texas (TX), Louisiana (LA), Virginia (VA) Fee-based advisory services are available only to residents of : Texas (TX), Louisiana (LA), Virginia (VA) We are licensed to sell insurance products in the following states of: Texas (TX), Louisiana (LA), Virginia (VA)

Bryan Tollerene

• Analyzing and assessing investors long and short term investment objectives for providing advice a...
Pearland, Texas, United States

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Bryan Tollerene’s Email bryan.tollerene@lpl.com

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Bryan Tollerene’s Location Pearland, Texas, United States

Bryan Tollerene’s Current Industry Tollerene Investment Management

Bryan Tollerene’s Prior Industry Prudential Financial | Merrill Lynch

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Work Experience

Tollerene Investment Management

Financial Consultant

2002-01-01 00:00:00 - Present

Prudential Financial

Financial Consultant

1996-01-01 00:00:00 - 2002-01-01 00:00:00

Merrill Lynch

Financial Consultant

1988-01-01 00:00:00 - 1996-01-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Bryan Tollerene

Bryan Tollerene is located at
Pearland, Texas, United States

Bryan Tollerene is a • Analyzing and assessing investors long and short term investment objectives for providing advice and consultation with domestic and international portfolio management, retirement planning, and estate planning. • Managing investment portfolios, conducting analyses of risk/return objectives, asset allocation construction, insurance product evaluation and placement, retirement plan evaluation and design assistance, (401Ks and defined benefit plans). • Fundamental research on macro economic conditions and individual publicly traded corporations. Technical analysis of financial markets (S&P 500, Dow Jones Industrial Average, NASDAQ), and individual equities in developing portfolio risk management strategies. • Developed relationships with corporate executives, human resource benefits administrators and union representatives to provide financial education regarding a multitude of asset allocation strategies for defined employee benefits plans and 401K plans. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact Info. section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Investments products and services available only to residents of: Texas (TX), Louisiana (LA), Virginia (VA) Fee-based advisory services are available only to residents of : Texas (TX), Louisiana (LA), Virginia (VA) We are licensed to sell insurance products in the following states of: Texas (TX), Louisiana (LA), Virginia (VA)