Unclaimed
Angela Leister is a financial advisor with J.p. Morgan Securities LLC. Angela has been in the financial services industry for 14 years and has experience working with high net worth individuals, corporations, and other businesses. Angela is registered in 52 states and is a licensed agent in California. Angela specializes in providing financial planning, pension consulting, 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
OH
11/06/2013 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
12/16/2011 - 09/05/2013
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
01/14/2011 - 12/02/2011
HORNOR, TOWNSEND & KENT, INC. (HILLIARD OH)
OH
07/31/2007 - 03/23/2009
FIFTH THIRD SECURITIES, INC. (GAHANNA OH)
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX Emerald, LLC
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MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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