Unclaimed
Bryan Barry Pickell is a financial advisor with Janney Montgomery Scott LLC and has been in the industry since March 7, 2014. Bryan holds Series 3, 7, and 63 licenses along with the SIE and Series 65. Bryan has been registered with Janney Montgomery Scott LLC since January 2018 and has been active in the industry since 2011. Bryan specializes in helping individuals, families, and businesses with their financial planning, investment management, and retirement planning needs. Bryan is a Certified Financial Planner and is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Fee plus commission
1
2
RI
02/08/2018 - Present
Janney Montgomery Scott LLC (Warwick RI)
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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