Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ociepka is a financial advisor with J.P. Morgan Securities LLC. Brian holds Series 6 and Series 63 licenses. Brian has been a registered representative in the financial services industry since August 2017. Brian's current registration is active in Arizona, Florida, Illinois, Indiana, South Carolina and Tennessee. Brian works out of the St. John, IN office of J.P. Morgan Securities LLC. Prior to J.P. Morgan Securities LLC, Brian worked at Northwestern Mutual Investment Services, LLC in Crown Point, IN. Brian specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions.
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
IN
02/28/2018 - Present
J.p. Morgan Securities LLC (ST. JOHN IN)
IN
08/07/2017 - 03/06/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CROWN POINT IN)
BC
Issued 10/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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