Unclaimed
Angela Spirtos is a financial advisor registered with J.p. Morgan Securities LLC in Columbus, OH. Angela has been in the financial services industry for over 10 years and has experience in various areas, including financial planning, portfolio management, and investment advisory services. Angela has a strong background in the securities industry, holding licenses and registrations with the Securities and Exchange Commission (SEC) and FINRA.
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
OH
08/13/2021 - Present
J.p. Morgan Securities LLC (Columbus OH)
CA
05/05/2011 - 02/29/2012
PURSHE KAPLAN STERLING INVESTMENTS (BEVERLY HILLS CA)
NY
10/20/2010 - 03/24/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2017
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA 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
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