Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kowieski is a financial professional with over a decade of experience in the industry. Brian is currently registered with Stephens and has been with the firm since June 2011. Prior to that, Brian worked at X-Change Financial Access, LLC and Calamos Financial Services LLC. Brian has a strong background in securities trading and investment management. Brian is registered to offer securities in 29 states and holds a variety of licenses and certifications, including Series 7, 6, 55, 57TO and SIE. Brian is committed to providing clients with personalized financial advice and investment strategies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/16/2011 - Present
Stephens (CHICAGO IL)
IL
03/14/2011 - 03/07/2012
X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)
IL
02/21/2008 - 02/29/2008
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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