Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Loegering is a financial advisor registered with J.P. Morgan Securities LLC. Brian Loegering has been in the industry since 2008. He is licensed to provide investment advisory services in Texas, and other states across the country. Brian has a broad range of experience in the financial services industry and is committed to helping clients achieve their financial goals. Brian Loegering has completed the Series 6, 7 and 66 exams, as well as the Securities Industry Essentials (SIE) exam. Brian is a highly experienced financial advisor committed to helping clients meet their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
12/11/2013 - Present
J.p. Morgan Securities LLC (AUSTIN TX)
TX
06/11/2013 - 11/18/2013
AXIOM CAPITAL MANAGEMENT, INC. (AUSTIN TX)
TX
10/01/2012 - 06/18/2013
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/16/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
04/02/2007 - 06/06/2007
IBC INVESTMENTS (HOUSTON TX)
BOTH
Issued 12/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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