Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Epstein is a financial professional with over 6 years of experience in the financial services industry. Bryan has a Series 99 and SIE license and is registered with FINRA. Bryan is currently employed by Credit Agricole Securities (usa) Inc. and was previously employed by Leumi Investment Services Inc. Bryan has worked in the New York, NY area.
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
10/11/2022 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
NY
07/25/2013 - 05/02/2019
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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