Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dowery is an investment advisor representative who has been working in the securities industry since June 2000. Brian is currently registered with LPL Financial LLC in New York. Brian has a broad range of experience in the financial services industry, having previously been associated with firms such as M&T Securities, Inc., HSBC Securities (USA) Inc., E*TRADE Securities LLC, Citigroup Global Markets Inc., and Dreyfus Service Corporation. Brian provides a variety of financial services to his clients, including financial planning, portfolio management, and investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Consulting and other non-discretionary advisory services
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.
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2
NY
06/09/2021 - Present
LPL Financial LLC (NEWBURGH NY)
NY
04/28/2021 - 06/09/2021
M&T SECURITIES, INC. (MIDDLETOWN NY)
NJ
05/23/2014 - 04/30/2021
HSBC SECURITIES (USA) INC. (JERSEY CITY NJ)
NY
02/15/2012 - 05/19/2014
E*TRADE SECURITIES LLC (NEW YORK NY)
NY
03/11/2010 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/29/2007 - 12/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/06/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
09/24/2004 - 10/23/2006
DREYFUS SERVICE CORPORATION (UNIONDALE NY)
NY
12/19/2000 - 09/22/2004
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
09/13/1999 - 12/20/2000
PRESTON LANGLEY ASSET MANAGEMENT, INC. (NEW YORK NY)
IA
Issued 12/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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