Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Posnack is a financial advisor with over 20 years of experience in the industry. Brian currently works at BNY Mellon Securities Corp., where he is registered in 52 states and the District of Columbia. Previously, Brian worked at Chase Investment Services Corp., Countrywide Investment Services, Inc., PFIC Securities Corporation, and FISERV Investor Services, Inc. Brian is a Series 6, 7, 63 and 65 licensed representative, and has earned his Securities Industry Essentials (SIE) license. Brian specializes in providing investment advice and portfolio management for individuals and businesses.
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.
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NY
10/10/2012 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
12/03/2008 - 10/18/2011
CHASE INVESTMENT SERVICES CORP. (PATCHOGUE NY)
NY
06/19/2006 - 09/04/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (SMITHTOWN NY)
NY
10/05/2005 - 01/04/2006
PFIC SECURITIES CORPORATION (SHIRLEY NY)
TX
02/24/1997 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NJ
11/02/1995 - 07/31/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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