Unclaimed
Betsy S. Ranalli is a financial professional with over 15 years of experience in the industry. Currently, Betsy is registered with J.P. Morgan Securities LLC, a well-established firm with a strong reputation in the financial industry. Betsy has a broad range of experience working with clients of various backgrounds, including individuals, corporations, and institutional investors. Betsy holds a variety of licenses and certifications, demonstrating her commitment to providing comprehensive financial solutions.
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
NY
11/17/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
MA
01/11/2010 - 11/18/2010
LPL FINANCIAL CORPORATION (BOSTON MA)
MA
02/22/2008 - 04/29/2008
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
04/02/2007 - 02/27/2008
MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)
MA
11/22/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2014
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 06/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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