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Brian Robert Surprenant

Paychex Securities Corp.

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About Brian Robert Surprenant

Brian Robert Surprenant is a financial advisor with Paychex Securities Corp. Brian has been in the financial services industry since 2014 and has experience in the securities industry. Brian is registered in 51 states, the District of Columbia and is licensed to provide investment advisory services through Paychex Securities Corp.

Firm Information

Brian Surprenant is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Brian Surprenant’s Registration & Firm History

NY

10/03/2014 - Present

Paychex Securities Corp. (WEST HENRIETTA NY)

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Licenses & Designations

BC

Issued 11/10/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Robert Surprenant.
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