Unclaimed
Demitry Leonid Portnoy is a financial professional with over 20 years of experience in the securities industry. Demitry is currently registered with Joseph Gunnar & Co. LLC and is a General Securities Principal (Series 24) and holds a number of other licenses and certifications.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Share in fees paid to tpmms
1
2
NY
09/03/2021 - Present
Joseph Gunnar & Co. LLC (UNIONDALE NY)
NY
08/05/2002 - 01/28/2009
AMERICAN CAPITAL PARTNERS, LLC (MEDFORD NY)
NY
07/18/2001 - 08/05/2002
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
03/01/2001 - 08/01/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
12/19/2000 - 03/01/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 12/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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