Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie N. Guss is a registered representative with J.P. Morgan Securities LLC. Callie has been in the industry since 2019. Callie is registered in 10 states including California, Colorado, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, New Jersey, and New York. Callie is a Series 63, Series 6TO, and SIE licensed professional. Prior to joining J.P. Morgan Securities LLC, Callie worked at CITIZENS SECURITIES, INC. Callie is a financial advisor and provides services such as financial planning and portfolio management for businesses and individuals.
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
11/03/2022 - Present
J.p. Morgan Securities LLC (White Plains NY)
NY
08/12/2019 - 12/31/2020
CITIZENS SECURITIES, INC. (WHITE PLAINS NY)
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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