Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Timothy Carey is a financial advisor with Ameriprise Financial Services, LLC, located in Quincy, MA. Bryan Timothy Carey has been a registered representative since 2012. Bryan Timothy Carey has Series 6, 7, and 63 securities licenses and a Series 65 investment advisory license. Bryan Timothy Carey has experience in providing financial advice to individuals, families, businesses, and institutions. Bryan Timothy Carey is also experienced in providing financial planning, investment management, and retirement planning services. Bryan Timothy Carey previously worked at Citizens Securities, Inc. in Quincy, MA, Santander Securities LLC in Roxbury, MA, LPL Financial LLC in Boston, MA, and NYLIFE Securities LLC in Waltham, MA.
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.
Asset allocation services
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.
1
2
MA
05/31/2022 - Present
Ameriprise Financial Services, LLC (Quincy MA)
MA
07/08/2015 - 05/31/2022
CITIZENS SECURITIES, INC. (NO QUINCY MA)
MA
09/19/2012 - 07/13/2015
SANTANDER SECURITIES LLC (ROXBURY MA)
MA
08/07/2012 - 09/19/2012
LPL FINANCIAL LLC (BOSTON MA)
MA
01/01/2012 - 07/26/2012
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 11/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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