Unclaimed
Clint Mondi is a financial advisor registered with J.p. Morgan Securities LLC. Clint has been in the financial services industry since 2015. Clint has a Series 3, 6, 7, 63, 66, and SIE license. Clint is registered in Michigan and has expertise in specializations such as 1, 2, 4, 5, and 6. Previously, Clint worked at EDWARD JONES and GFI SECURITIES 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
MI
02/21/2020 - Present
J.p. Morgan Securities LLC (CANTON MI)
MI
03/13/2017 - 09/27/2017
EDWARD JONES (ANN ARBOR MI)
NY
09/02/2015 - 12/02/2016
GFI SECURITIES LLC (NEW YORK NY)
BC
Issued 03/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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