Unclaimed
Beth Ann Pragliola is a financial professional with over 20 years of experience in the industry. Beth Ann has a strong background in securities and investments and has held various roles at prominent firms, including SunAmerica Securities, Inc., INLIGN FINANCIAL, LLC, and currently at J.P. Morgan Securities LLC. Her expertise spans a broad range of financial services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Beth Ann's commitment to providing exceptional client service is evident in her dedication to understanding their unique financial needs and 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
TX
08/14/2015 - Present
J.p. Morgan Securities LLC (Plano TX)
AZ
05/28/2003 - 12/03/2007
INLIGN FINANCIAL, LLC (PHOENIX AZ)
AZ
06/02/1999 - 09/24/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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