Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nooshin? Claim Your ProfileAdvisors 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
GA
01/27/2023 - Present
BNY Mellon Securities Corp. (ATLANTA GA)
GA
06/09/2016 - 03/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/30/2015 - 06/02/2016
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
11/12/2010 - 04/17/2015
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
VA
04/22/2010 - 11/04/2010
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
GA
06/25/2007 - 05/28/2008
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
04/05/2007 - 06/15/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/07/2006 - 12/15/2006
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
CA
01/12/2006 - 09/07/2006
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
GA
03/18/2003 - 12/02/2005
GUNNALLEN FINANCIAL, INC (ATLANTA GA)
GA
06/08/1999 - 05/21/2001
HAGAR FINANCIAL CORP. (ATLANTA GA)
CT
01/07/1999 - 02/08/1999
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
06/30/1998 - 02/08/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IN
05/17/1998 - 06/18/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/17/1998 - 06/18/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/04/1996 - 05/30/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/8/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/1/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 7/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 7/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/25/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 2/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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