Unclaimed
Alexandra Bartonik is an active investment advisor representative with J.P. Morgan Securities LLC. Alexandra has been in the securities industry since February 2002 and is registered in several states including New Jersey, New York, and Texas. Alexandra is also a registered investment advisor representative in New Jersey, New York, and Texas. Alexandra has a variety of licenses and registrations including the Series 6, 7, 63, and 65 exams. Alexandra specializes in providing financial planning services, pension consulting, and portfolio management services to individuals, businesses, and institutions. Alexandra has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/19/2023 - Present
J.p. Morgan Securities LLC (HUNTINGTON NY)
NY
02/12/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON NY)
IA
Issued 05/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alexandra Bartonik is the right advisor for you? Invested Better is here to help.