Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Cowan is a financial professional with over 50 years of experience in the financial services industry. Cary has worked with Cadaret Grant & Co., Inc. and Arch Global Advisors, LLC and has held various positions with a number of firms including Walnut Street Securities, Inc., IFG Network Securities, Inc., and Comprehensive Financial Services, Inc.. Cary is a Registered Representative (RR) with Cadaret Grant & Co., Inc. and an Investment Advisor Representative (IAR) with both Cadaret Grant & Co., Inc. and Arch Global Advisors, LLC. Cary holds Series 1, 7TO, 24, 51, 63, 82TO and SIE licenses. Cary is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Cary is registered to provide securities and investment advisory services to clients in 28 states.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/24/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
FL
05/05/2003 - 04/21/2023
NEXT FINANCIAL GROUP, INC. (ST. AUGUSTINE FL)
CA
05/07/1996 - 05/15/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
01/01/1996 - 05/08/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/04/1993 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
CT
06/29/1982 - 12/31/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
11/23/1977 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
11/18/1975 - 12/07/1977
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
10/13/1972 - 11/03/1974
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/21/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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