Unclaimed
Angelisa Palmer is a registered representative with J.P. Morgan Securities LLC. Angelisa has been in the industry since February 15, 2024, and has a Series 63, Series 6TO, and SIE license. Angelisa is currently registered in Indiana as an investment advisor representative. Angelisa works out of the Indianapolis, Indiana branch office of J.P. Morgan Securities LLC.
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
IN
02/16/2024 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Angelisa Palmer is the right advisor for you? Invested Better is here to help.