Unclaimed
Bobbie jo Pippin-arndt is an investment advisor representative currently registered with BNY Mellon Securities Corp.. Bobbie jo has been working in the securities industry since November 24, 2001. Bobbie jo has passed Series 6, 7, 63 and 66 exams. Bobbie jo was previously employed at AMUNDI PIONEER DISTRIBUTOR, INC. and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
MA
10/16/2018 - Present
BNY Mellon Securities Corp. (CHATHAM MA)
MA
09/23/2002 - 10/01/2018
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
RI
11/07/2000 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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