Unclaimed
Brian Drexel is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Brian Drexel is a Series 7, Series 52, and Series 63 licensed professional. Brian Drexel has been active in the securities industry since 1999. Brian Drexel's previous employers include CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, BANC ONE CAPITAL MARKETS, INC., ABN AMRO FINANCIAL SERVICES, INC., MR. STOCK, INC., SII INVESTMENTS, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and BA INVESTMENT SERVICES, INC. Brian Drexel holds a Series 53, Series 24, and Series 4 principal license. Brian Drexel specializes in providing financial planning, pension consulting, and selection of other advisers for individual and business clients.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
11/09/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/28/2004 - 09/05/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/06/2003 - 04/23/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
08/28/2002 - 05/01/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
CA
04/26/2000 - 08/30/2002
MR. STOCK, INC. (SAN FRANCISCO CA)
WI
12/01/1999 - 03/13/2000
SII INVESTMENTS, INC. (APPLETON WI)
MA
07/12/1999 - 11/02/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/22/1999 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 08/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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