Unclaimed
Catherine King is a financial advisor at J.P. Morgan Securities LLC. Catherine has been in the financial industry since 2010 and has extensive experience in providing investment advice to individuals, corporations, and institutions. Catherine holds the Series 6, Series 63, and SIE licenses. Catherine is also registered in several states including California, Connecticut, Florida, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania and West Virginia. Catherine's specialties include providing financial planning, investment management, and portfolio management services. Catherine's dedication to providing personalized financial advice has helped many 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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (MONROE NY)
NY
02/01/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GOSHEN NY)
BC
Issued 02/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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