Unclaimed
Bryan Loew is a financial advisor registered with J.P. Morgan Securities LLC, and TD PRIVATE CLIENT WEALTH LLC. Bryan Loew has been in the industry since 2013 and holds the Series 66, Series 7, Series 99TO and SIE licenses. Bryan Loew is also a Certified Financial Planner. Bryan Loew's firm, J.P. Morgan Securities LLC, has been in business since 1996 and has 6024 licensed agents, 7426 investment adviser reps, 7464 registered representatives, 7426 investment advisory functions and 67 adviser reps for other investment advisers. J.P. Morgan Securities LLC offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals and a variety of other financial services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/13/2021 - Present
J.p. Morgan Securities LLC (New York NY)
NJ
02/28/2013 - 07/30/2021
TD PRIVATE CLIENT WEALTH LLC (RAMSEY NJ)
BOTH
Issued 01/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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