Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Paul Windsor is a financial advisor with Bogart Wealth, LLC. Brian has been in the industry since 2007. Brian holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE. Brian specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
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.
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VA
05/05/2022 - Present
Bogart Wealth, LLC (Vienna VA)
DC
10/22/2010 - 04/11/2022
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
DC
03/23/2007 - 10/14/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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