Unclaimed
Connie Liang is a licensed securities agent registered with the state of New York, and has worked in the financial industry since August 4, 2024. Connie is currently employed with J.P. Morgan Securities LLC and works out of the New York branch office. She is a Series 63, 79TO, and SIE license holder. Connie's specialties include investments in fixed income securities, equities, mutual funds, and options. She specializes in serving high-net-worth individuals, corporations, and charitable organizations. Connie's firm, J.P. Morgan Securities LLC, manages over $249 billion in assets.
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
08/05/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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