Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Dunlap is a financial advisor with J.P. Morgan Securities LLC. Charlotte has been in the industry since 2020 and is registered with FINRA and the state of Indiana. Charlotte holds the Series 63, Series 6TO, and SIE licenses. Charlotte specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining J.P. Morgan Securities LLC, Charlotte worked at CHARLES SCHWAB & CO., INC. and W&S BROKERAGE SERVICES, INC..
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
IN
11/10/2022 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
IN
08/04/2021 - 10/17/2022
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
02/06/2021 - 07/06/2021
W&S BROKERAGE SERVICES, INC. (Indianapolis IN)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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