Unclaimed
Camilla Rab is an active investment advisor representative with J.P. Morgan Securities LLC. Camilla has been in the industry since 1994 and holds both Series 7 and Series 63 licenses, along with the Securities Industry Essentials (SIE) exam. Camilla also holds a Series 65 license and is registered as an investment advisor in New York and Texas. Camilla has previously held positions at J.P. MORGAN SECURITIES INC. and GOLDMAN, SACHS & CO. Camilla is registered to provide financial planning services. Camilla's main office is located at 390 Madison Ave, Floor 14, 25, 26, 27, 28 in New York, NY.
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
07/05/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
06/06/2000 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/09/1994 - 06/01/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
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
Not sure Camilla Rab is the right advisor for you? Invested Better is here to help.