Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arben? Claim Your ProfileArben Kupi is a financial advisor registered with Osaic Wealth, Inc. Arben Kupi has been in the industry since November 2002 and is licensed to provide financial advice in several states. Arben Kupi is also registered with the Investment Advisor Association (IAA).
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.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (Jericho NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Jericho NY)
NY
06/01/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (GREENLAWN NY)
NY
11/03/2014 - 02/27/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/20/2006 - 05/17/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/21/2005 - 11/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/20/2001 - 01/03/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 03/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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