Unclaimed
Connie Walksler is a registered representative and investment advisor representative who has been in the financial services industry since February 2007. Connie is currently registered with J.P. Morgan Securities LLC, and holds Series 6, Series 63, and SIE licenses. Connie has also been previously employed by Chase Investment Services Corp. Connie's current branch location is in Chicago, IL.
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
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
02/08/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 01/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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