Unclaimed
Brian Tatom is a registered representative with J.p. Morgan Institutional Investments Inc. based in New York, NY. Brian has been in the securities industry since 2010 and has held the Series 63, Series 7, and SIE exams. Brian is also registered in Florida.
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.
1
2
NY
12/19/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
09/09/2010 - 08/12/2011
CITADEL SECURITIES LLC (NEW YORK NY)
BC
Issued 09/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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