Unclaimed
Bryan Catalano is a financial advisor with over 10 years of experience in the industry. Bryan is registered with J.P. Morgan Securities LLC, a firm with a strong reputation for providing comprehensive financial solutions. Prior to joining J.P. Morgan Securities, Bryan worked at Chase Investment Services Corp and First Investors Corporation. Bryan holds Series 6, 63, and SIE licenses, and is registered in California, Florida, and Illinois. He specializes in providing financial advice to individuals, families, and corporations. Bryan has a proven track record of helping clients achieve their financial 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
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (GLENVIEW IL)
IL
06/30/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SKOKIE IL)
NY
07/12/2010 - 02/10/2011
FIRST INVESTORS CORPORATION (NEW YORK NY)
BC
Issued 07/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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