Unclaimed
Anthony Brendon Allwood is a registered representative with J.p. Morgan Securities LLC. Anthony has been in the financial industry since June 20, 2023 and has passed the Series 63, Series 6TO and SIE exams. Anthony is registered in Connecticut, New Jersey and New York. Anthony is located in Bronx, New York and specializes in Investment Company Products, Variable Contracts, Annuities, Mutual Funds, Variable Life Insurance and Equity Securities.
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
06/21/2023 - Present
J.p. Morgan Securities LLC (BRONX NY)
BC
Issued 07/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Anthony Allwood is the right advisor for you? Invested Better is here to help.