Unclaimed
Andrew Slezak is a registered representative with J.P. Morgan Securities LLC. Andrew has been in the industry since April 2016. Andrew is licensed in New York and has passed the Series 7, Series 63, SIE, and Series 99TO exams. Andrew's areas of expertise include financial planning, pension consulting, and selection of other advisors. J.P. Morgan Securities LLC is a large firm with a broad range of clients and assets under management. The firm offers advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for 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
04/06/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 04/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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