Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kodiak? Claim Your ProfileKodiak Simpson is a registered investment advisor representative with Neuberger Berman BD LLC. Kodiak is based in New York, NY and has been in the industry since July 10, 2019. Kodiak Simpson is a licensed investment advisor in New Jersey and New York. Kodiak has passed the Series 65, 63, 7TO and SIE exams. Kodiak Simpson also has experience working at TruChoice Federal Credit Union, State Street Partners LLC, Restaurant Depot, Nestle Waters and as a student. Kodiak is also the Director of Fathletic Sports, Inc, a hybrid business involving sports social media, and collectables.
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.
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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
NY
03/29/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
IA
Issued 02/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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