Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coleen? Claim Your ProfileColeen Paradissis is a financial advisor currently registered with J.P. Morgan Securities LLC. Coleen has been in the industry since 2003, working with clients at several firms. This experience has given Coleen the ability to work with a variety of clients, including individuals, businesses, and institutions. Coleen provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
OH
01/22/2016 - Present
J.p. Morgan Securities LLC (WESTLAKE OH)
OH
07/26/2007 - 05/18/2015
CITIZENS SECURITIES, INC. (PARMA OH)
OH
01/12/2007 - 07/17/2007
THE HUNTINGTON INVESTMENT COMPANY (STRONGSVILLE OH)
OH
06/02/2006 - 11/21/2006
KEY INVESTMENT SERVICES LLC (AVON OH)
OH
07/06/2005 - 05/30/2006
CHASE INVESTMENT SERVICES CORP. (MEDINA OH)
IL
10/01/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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