Unclaimed
Britney Eileen Curtin is an active broker and investment advisor representative with BNY Mellon Securities Corp. based in Boston, MA. Britney has been in the securities industry since 2013 and has a Series 63, Series 3, Series 7, and Series 6 license. Britney was previously registered with Putnam Retail Management Limited Partnership in Andover, MA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
MA
09/15/2015 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
09/04/2013 - 08/04/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 11/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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