Unclaimed
Branden Wachtel is a financial professional with experience in the financial services industry. Branden has been registered with the Securities Industry and Financial Markets Association (FINRA) since August 2014. Branden is currently employed by J.p. Morgan Institutional Investments Inc. and is licensed to sell securities in New York. Branden has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Securities Agent State Law Examination (Series 63).
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.
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.
1
2
NY
03/02/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
01/13/2020 - 01/19/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NY
08/12/2014 - 01/14/2020
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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