Unclaimed
Brian Bakowski is a financial professional with over 12 years of experience in the industry. Brian is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Brian has held previous positions at Empower Financial Services, Inc., MML Distributors, LLC, LPL Financial LLC, and Waddell & Reed, Inc. Brian has passed the Series 6, Series 63, and SIE exams.
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
03/19/2024 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CO
01/04/2021 - 03/05/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
06/30/2015 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
PA
11/03/2011 - 01/22/2015
LPL FINANCIAL LLC (BETHEL PARK PA)
PA
02/19/2008 - 02/23/2009
WADDELL & REED, INC. (MONROEVILLE PA)
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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