Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Loiselle is a financial advisor with Shea & Company, LLC. Brian has been in the financial services industry since 2017. Brian holds the Series 63, SIE, and Series 79 licenses and is registered with the state of Massachusetts. Brian previously worked at BDO Capital Advisors, LLC.
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
MA
06/22/2018 - Present
Shea & Company, LLC (BOSTON MA)
MA
05/02/2017 - 04/10/2018
BDO CAPITAL ADVISORS, LLC (BOSTON MA)
BC
Issued 08/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Loiselle is the right advisor for you? Invested Better is here to help.
