Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kutsmeda is a financial advisor with Oppenheimer & Co. Inc. Brian has been working in the financial services industry since August 24, 1993. Brian has experience with a variety of investment firms, including J.P. Morgan Securities LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Stifel, Nicolaus & Company, Incorporated, and Ryan Beck & Co.. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 3, Series 8, Series 9, Series 10, Series 63, Series 65, Series 99TO, and SIE license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/09/2017 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
NY
01/07/2013 - 02/12/2014
J.P. MORGAN SECURITIES LLC (YONKERS NY)
FL
06/01/2009 - 01/18/2013
MORGAN STANLEY (NORTH PALM BEACH FL)
FL
12/07/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
07/31/2007 - 12/04/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
06/09/2004 - 07/31/2007
RYAN BECK & CO. (PALM BEACH GARDENS FL)
MO
07/01/2003 - 06/24/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/27/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/23/1993 - 03/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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