Unclaimed
Brian Osmond Call is a financial professional with over 20 years of experience in the industry. Brian has been registered with J.P. Morgan Securities LLC since July 2012. Previously, Brian was registered with Goldman, Sachs & Co. and J.P. Morgan Securities Inc. Brian has passed several industry exams including the Series 7, Series 16, and Series 4. Brian is registered in several states including Colorado, District of Columbia, Florida, Louisiana, Maryland, and Puerto Rico. Brian offers a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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
NY
07/24/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/07/2011 - 08/14/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
10/01/2008 - 09/01/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/26/2003 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/22/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2003
Series 16 - NYSE Supervisory Analyst 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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