Unclaimed
Avraham Michael Weiss is a financial advisor with J.p. Morgan Securities LLC and has been in the industry since 2005. Avraham has a strong background in the financial services industry, having worked for several reputable firms before joining J.p. Morgan. Avraham has a broad range of experience and focuses on providing investment advice and portfolio management for individuals and businesses. Avraham is a Series 7, Series 6, Series 26, and Series 63 license holder and has a variety of specializations including financial planning, pension consulting, and selection of other advisors.
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
NJ
01/19/2024 - Present
J.p. Morgan Securities LLC (Saddlebrook NJ)
NY
05/10/2019 - 09/05/2023
BOFA SECURITIES, INC. (NEW YORK NY)
NJ
01/17/2019 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)
NJ
05/26/2010 - 06/22/2011
CHASE INVESTMENT SERVICES CORP. (TEANECK NJ)
NJ
09/08/2005 - 05/28/2010
PFS INVESTMENTS INC. (MAHWAH NJ)
BC
Issued 02/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/04/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
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.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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