Unclaimed
Bryan Carney is a financial advisor with over 16 years of experience in the industry. Bryan is registered with Janney Montgomery Scott LLC and holds Series 7, 31, and 66 licenses as well as the SIE designation. Bryan is also a Certified Financial Planner. Bryan has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Bryan is registered in 32 states and the District of Columbia.
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
MD
11/08/2013 - Present
Janney Montgomery Scott LLC (WESTMINSTER MD)
MD
06/01/2009 - 11/20/2013
MORGAN STANLEY (BALTIMORE MD)
MD
03/26/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTMINSTER MD)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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