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Josip Rupena

BCW Securities LLC

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About Josip Rupena

Josip Rupena is a financial advisor registered with BCW Securities LLC. He is licensed to conduct business in Connecticut and Florida. Josip has been working in the financial industry since 2015. Before joining BCW Securities, Josip worked at Morgan Stanley and Goldman, Sachs & Co. His registrations include Series 7 and Series 66.

Firm Information

Josip Rupena is currently registered with BCW Securities LLC. BCW Securities LLC is a Limited Liability Company formed in May 2007. The firm is registered with the SEC and in 17 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Josip Rupena’s Registration & Firm History

CT

01/04/2019 - Present

BCW Securities LLC (WESTPORT CT)

FL

10/17/2016 - 11/08/2018

MORGAN STANLEY (MIAMI FL)

NY

06/19/2007 - 07/09/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josip Rupena.
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