Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Markowitz is an active Registered Representative and Investment Advisor Representative. Brian has been in the securities industry since 1992 and is currently registered with Raymond James & Associates, Inc. Prior to joining Raymond James, Brian was with Morgan Keegan & Company, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Brian has a wide range of experience in the securities industry, including financial planning, portfolio management for individuals and businesses, and investment advisory services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
03/20/2013 - Present
Raymond James & Associates, Inc. (SAVANNAH GA)
SC
06/13/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (HILTON HEAD SC)
GA
01/01/2008 - 06/20/2008
WACHOVIA SECURITIES, LLC (SAVANNAH GA)
GA
09/08/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAVANNAH GA)
NC
04/09/1992 - 09/14/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 04/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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