Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiran? Claim Your ProfileKiran Daniel Incantalupo is an Investment Advisor Representative registered with New York Life Investment Management LLC. Kiran has been in the industry since 2022. Kiran holds the Series 63, Series 65, Series 7TO, Series 31 and SIE licenses. Kiran has previous experience with Neuberger Berman BD LLC and PIMCO Investments 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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/08/2024 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NY
03/09/2023 - 09/12/2024
NEUBERGER BERMAN BD LLC (NEW YORK NY)
TX
05/18/2022 - 03/02/2023
PIMCO INVESTMENTS LLC (Austin TX)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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