Unclaimed
Ashlee Landin is a financial advisor who is registered in the state of Ohio with J.p. Morgan Securities LLC. Ashlee specializes in providing financial advice to individuals, businesses, and retirement plans. Ashlee holds the Series 6, Series 63 and SIE licenses and is registered to provide investment advice in Ohio. Ashlee's current branch office location is in Lima, Ohio.
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
08/06/2024 - Present
J.p. Morgan Securities LLC (LIMA OH)
BC
Issued 08/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ashlee Landin is the right advisor for you? Invested Better is here to help.