Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Losey is a financial advisor with over 29 years of experience in the industry. Brian is registered as a broker with Newedge Advisors. Brian has experience in financial planning, portfolio management, and retirement planning. Brian has held several positions in the financial services industry, including at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Brian is licensed to sell securities in several states. Brian holds a Series 63, 65, 7, 8, 24, and 55 licenses. Brian is also a registered investment advisor in Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/01/2021 - Present
Newedge Advisors (Rocky River OH)
FL
01/04/1999 - 08/09/2002
TRADESTATION SECURITIES, INC. (PLANTATION FL)
MI
09/14/1994 - 01/14/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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