Unclaimed
Brian Towsen is a financial advisor with over 25 years of experience in the financial services industry. Brian has held various roles at different firms, including Vanguard Marketing Corporation and H.J. Meyers & Co., Inc. Brian is currently registered with Morgan Stanley Distribution, Inc. Brian is licensed to provide investment advice and securities brokerage services in all 50 states and the District of Columbia. Brian holds the following licenses: Series 3, Series 7, Series 24, Series 63, Series 79TO and SIE.
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
12/11/1996 - Present
Morgan Stanley Distribution, Inc. (West Conshohocken PA)
PA
01/01/1996 - 11/05/1996
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
08/16/1995 - 11/08/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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