Unclaimed
Cameron Malcolm is a financial advisor with J.p. Morgan Securities LLC. Cameron has been in the industry since 2007 and has a strong track record of providing investment advice to individuals and businesses. Cameron is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 66 licenses. Cameron is also registered with the state of Washington and Texas. Cameron is dedicated to providing his clients with personalized financial advice to help them achieve their financial goals. In addition to working with individual clients, Cameron has experience working with clients in a variety of industries, including insurance companies, charitable organizations, and pension and profit sharing plans. Cameron is committed to building lasting relationships with his clients and providing them with the highest level of service.
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
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (Spokane Valley WA)
WA
07/09/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPOKANE WA)
WA
08/30/2007 - 06/26/2012
SCOTTRADE, INC. (SPOKANE WA)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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