Unclaimed
Christina Tuzza is a financial advisor with over 12 years of experience in the financial services industry. Christina is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Prior to joining J.P. Morgan, Christina held positions at First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Christina holds Series 7 and 66 licenses and the SIE designation. She specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Christina provides a wide range of services including financial planning, portfolio management, and selection of other advisors.
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
04/18/2024 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
CT
10/15/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Greenwich CT)
NY
07/16/2015 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
05/03/2012 - 07/27/2015
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
06/02/2011 - 05/04/2012
AMERIPRISE FINANCIAL SERVICES, INC. (BRIARCLIFF MANOR NY)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
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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