Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lysiak is a financial professional with over 18 years of experience in the industry. Brian has held various roles at prominent financial institutions including Blackrock Execution Services and Banc of America Securities LLC. Brian is currently registered with J.p. Morgan Institutional Investments Inc. Brian holds several licenses including Series 7, Series 24, Series 55, Series 57TO and SIE. Brian is registered in New York and is currently active in the Broker-Dealer (BC) scope.
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.
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.
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NY
10/23/2019 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
12/03/2008 - 04/25/2019
BLACKROCK EXECUTION SERVICES (NEW YORK NY)
NY
04/19/2004 - 11/28/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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