Unclaimed
Amy Ramnanan -roberts is a financial advisor with J.P. Morgan Securities LLC. Amy has been in the industry since September 2009 and is licensed to practice in 10 states. Amy has passed the Series 6, Series 63 and SIE exams. Amy specializes in providing financial advice to individuals and businesses.
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
11/13/2019 - Present
J.p. Morgan Securities LLC (PELHAM NY)
NY
12/14/2007 - 02/02/2018
HSBC SECURITIES (USA) INC. (New York NY)
BC
Issued 11/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Ramnanan -roberts is the right advisor for you? Invested Better is here to help.