Unclaimed
Brian J. Bisesi is a financial professional with over 23 years of experience in the securities industry. Brian currently works at J.p. Morgan Securities LLC, where Brian has been employed since September 2010. Prior to that, Brian worked at J.P. MORGAN PRIME INC., Barclays Capital Inc., Lehman Brothers Inc., and Credit Suisse First Boston LLC. Brian is registered as a securities professional in all 50 states and has earned several industry licenses, including the Series 7, Series 10, Series 24, Series 4, Series 52TO, and Series 53. Brian specializes in portfolio management for individuals, businesses, and investment companies.
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
CT
09/09/2010 - Present
J.p. Morgan Securities LLC (Greenwich CT)
NY
06/30/2016 - 10/26/2018
J.P. MORGAN PRIME INC. (NEW YORK NY)
NY
09/22/2008 - 06/03/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/29/2003 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/13/1999 - 05/06/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 10/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2014
Series 24 - General Securities 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 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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