Unclaimed
Brian Sowell is a registered representative with Park Avenue Securities LLC, based in Glendale, CA. Brian has been in the industry since August 2014 and holds a Series 6 and SIE licenses. Previously, Brian worked for NYLIFE SECURITIES LLC in Los Angeles, CA. Brian specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/18/2024 - Present
Park Avenue Securities LLC (GLENDALE CA)
CA
08/18/2014 - 02/02/2024
NYLIFE SECURITIES LLC (LOS ANGELES CA)
BC
Issued 01/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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