Unclaimed
Anna Soave is a registered representative with J.P. Morgan Securities LLC, with a branch office location in Old Greenwich, CT. Anna is an experienced financial professional with a registration date of December 13, 2024, and has been in the industry since August 2011. Anna has a strong background in the financial services industry, having worked with a number of firms including M & T Bank/ Peoples United Bank, LPL Financial LLC, Peoples Securities Inc, Peoples United Advisors Inc, JPMORGAN CHASE BANK, N.A., and 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
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CT
12/13/2024 - Present
J.p. Morgan Securities LLC (OLD GREENWICH CT)
Active
Inactive
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