Unclaimed
Benjamin Yannuzzi is a financial advisor with J.P. Morgan Securities LLC. Benjamin has been in the industry since May 2019 and is registered in 53 states and the District of Columbia. Benjamin is also a registered investment advisor representative in Maryland and Texas. Prior to joining J.P. Morgan Securities, Benjamin was employed by Truist Investment Services, Inc., and BB&T Securities, LLC. Benjamin's specializations include investments, retirement planning, insurance, estate planning, and college savings. Benjamin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
MD
02/02/2024 - Present
J.p. Morgan Securities LLC (Baltimore MD)
MD
02/17/2021 - 11/27/2023
TRUIST INVESTMENT SERVICES, INC. (COLUMBIA MD)
VA
03/18/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 01/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials 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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