Unclaimed
Breanna Motola is a financial professional registered with J.p. Morgan Securities LLC. Breanna is licensed to provide financial advice and securities in Connecticut, New Jersey, and New York. Breanna has been in the financial industry since February 13, 2020, and holds the SIE, Series 6TO, and Series 63 licenses. Breanna specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, insurance companies, and labor unions.
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
02/14/2020 - Present
J.p. Morgan Securities LLC (MIDDLETOWN NY)
BC
Issued 05/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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