Unclaimed
Cheryl Thorpe is a registered representative with J.p. Morgan Securities LLC. Cheryl has been in the financial services industry since 2009 and holds the Series 66, Series 7TO, SIE, Series 52 and Series 17 licenses. Cheryl is registered to provide investment advice in 53 states and is also registered as an investment adviser representative in New Jersey and Texas. Cheryl's previous employers include CITIGROUP GLOBAL MARKETS INC. and CITI PRIVATE ADVISORY, LLC.
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
NJ
11/21/2022 - Present
J.p. Morgan Securities LLC (Summit NJ)
NY
10/30/2009 - 11/25/2019
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
03/28/2017 - 07/11/2018
CITI PRIVATE ADVISORY, LLC (New York NY)
BOTH
Issued 08/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/29/2009
Series 17 - Limited Registered 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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