Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ina? Claim Your ProfileIna Kapxhiu is a financial advisor with BNY Mellon Securities Corp. Ina has been in the financial services industry for over 6 years and is currently registered with the state of Massachusetts. She holds the Series 7, Series 63, Series 66 and SIE licenses. Ina's previous experience includes roles with Edward Jones and Wells Fargo Funds Distributor, LLC.
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
04/03/2024 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
03/09/2020 - 04/14/2022
EDWARD JONES (Framingham MA)
NC
11/10/2015 - 07/15/2019
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
BOTH
Issued 11/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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