Unclaimed
Brianna Morgan Ead is an active investment advisor registered with FINRA and the state of Rhode Island. Brianna is associated with J.p. Morgan Securities LLC. Brianna is currently registered in four states including Maine, Massachusetts, New Hampshire, and Rhode Island. Brianna has been in the financial industry for six months and has passed several exams including the Series 63, Series 6TO, and the SIE. Brianna's firm is J.p. Morgan Securities LLC, a large firm based in New York. J.p. Morgan Securities LLC has over $50 billion in assets under management and has a large team of advisors. Brianna's specializations include Financial Planning, Pension Consulting, and Selection of Other Advisors.
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
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2
RI
07/07/2023 - Present
J.p. Morgan Securities LLC (Greenville RI)
BC
Issued 08/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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