Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Conway is a financial advisor who has been in the industry since November 10, 2016. Brian is currently registered with Grant Williams LP, a firm that offers financial services in the Philadelphia area. Brian has been with Grant Williams LP since April 5, 2021 and holds a Series 7 and Series 63 license. Brian has previously worked with SEI Investments Distribution Co. and Vanguard Marketing Corporation. Brian has a Series 65 license and has passed the Securities Industry Essentials (SIE) Exam. Brian specializes in financial planning and investment management.
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.
1
2
PA
04/05/2021 - Present
Grant Williams LP (PHILADELPHIA PA)
PA
02/08/2017 - 05/22/2019
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
07/07/2014 - 02/08/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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