Unclaimed
Andrea Leppart is a financial professional with over 6 years of experience in the industry. Andrea is registered with J.P. Morgan Institutional Investments Inc. in New York, NY. Andrea holds the Series 63, Series 24, SIE and Series 7 licenses. Andrea is licensed in all 52 states and the District of Columbia.
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.
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2
NY
05/09/2017 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 06/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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