Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brigid? Claim Your ProfileBrigid Dolan is a financial advisor currently affiliated with Empower Advisory Group, LLC. Brigid has been in the industry since 2013 and holds a Series 7, Series 6, Series 63, and Series 65 license. Brigid has worked with a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal government entities. Prior to joining Empower Advisory Group, LLC, Brigid worked at several other financial institutions, including Prudential, MassMutual, and J.P. Morgan Securities 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
01/24/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
11/15/2021 - 07/04/2023
J.P. MORGAN SECURITIES LLC (Newburyport MA)
NJ
03/19/2018 - 06/30/2021
J.P. MORGAN SECURITIES LLC (SOMERVILLE NJ)
NJ
02/20/2018 - 03/15/2018
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
NJ
02/24/2015 - 12/14/2017
PRUCO SECURITIES, LLC. (WARREN NJ)
FL
11/04/1999 - 12/10/2001
VASILIOU & COMPANY, INC. (MIAMI BEACH FL)
BC
Issued 04/26/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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