Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kupfer is a financial advisor registered with BNY Mellon Securities Corp., and has been in the industry since November 2000. Brian is registered with FINRA and 40 state securities authorities. Brian is a registered representative for BNY Mellon Securities Corp. and offers investment advisory services to individuals, businesses and organizations. The firm offers portfolio management for a variety of client types, and also sponsors a wrap fee program.
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
11/09/2000 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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