Unclaimed
Brian Mancusi is a financial professional with over 20 years of experience in the industry. Brian is currently registered with J.p. Morgan Securities LLC as a Registered Representative. Brian has also been previously registered with several other firms including KCG Americas LLC, Knight Capital Americas, L.P., Knight Capital Markets LLC, Mayer & Schweitzer, Inc., and Monroe Parker Securities, Inc. Brian holds several licenses including Series 7, 55, 63, and 66. Brian's specialties include Portfolio Management for Businesses, Portfolio Management for Individuals, Pension Consulting, and Financial Planning.
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
12/21/2022 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
NJ
07/02/2012 - 12/13/2016
KCG AMERICAS LLC (JERSEY CITY NJ)
NJ
01/03/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NJ
06/04/1999 - 01/03/2011
KNIGHT CAPITAL MARKETS LLC (JERSEY CITY NJ)
CT
04/03/1998 - 04/29/1999
MAYER & SCHWEITZER, INC. (STAMFORD CT)
NY
12/22/1997 - 12/23/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/19/1997
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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