Unclaimed
Beatrix Kondor is a financial advisor with over 25 years of experience in the industry. Beatrix is currently registered with J.p. Morgan Securities LLC. Beatrix also has experience with BTIG, LLC, KNIGHT CAPITAL AMERICAS LLC, KNIGHT CAPITAL AMERICAS, L.P., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Beatrix holds Series 7, Series 24, Series 55, Series 57TO, Series 63, and Series 66 licenses.
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
FL
01/09/2023 - Present
J.p. Morgan Securities LLC (Palm Beach FL)
FL
12/17/2012 - 10/14/2021
BTIG, LLC (Miami FL)
GA
07/02/2012 - 01/02/2013
KNIGHT CAPITAL AMERICAS LLC (ATLANTA GA)
GA
04/13/2004 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (ATLANTA GA)
NY
08/19/1996 - 03/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/16/1996
Series 7 - General Securities 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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