Unclaimed
Alexandria Schwartz is a financial professional with over 12 years of experience in the industry. Alexandria is currently registered with J.p. Morgan Institutional Investments Inc., where she has been employed since April 2012. Previously, Alexandria was registered with JPMorgan Distribution Services, Inc. Alexandria is licensed to sell securities in North Carolina, Ohio and Texas. Alexandria holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination.
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.
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.
1
2
OH
04/10/2012 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
04/21/2010 - 04/05/2012
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 05/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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