Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Statfeld is a financial advisor at J.P. Morgan Securities LLC. Brian has over 20 years of experience in the financial services industry. Brian has a broad range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Brian is a registered representative with FINRA and is licensed to sell securities in all 50 states. Brian holds Series 7, 24, 63, 79 and SIE licenses.
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
08/03/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/03/2006 - 12/01/2008
WESTLB SECURITIES INC. (NEW YORK NY)
NY
12/11/2000 - 05/05/2004
WESTLB SECURITIES INC. (NEW YORK NY)
NY
12/03/1996 - 11/13/2000
ROTHSCHILD INC. (NEW YORK NY)
NA
05/18/1989 - 07/25/1989
VANTAGE FINANCIAL SERVICES, INC.
NA
12/20/1988 - 05/04/1989
J. T. MORAN & CO., INC.
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Statfeld is the right advisor for you? Invested Better is here to help.
