Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Wong is a registered representative with J.p. Morgan Securities LLC, with over 1000 days of industry experience. Connie has passed the Series 6TO, Series 63 and SIE exams. Connie is currently registered with the state regulators of Connecticut, New Jersey and New York. Connie is located at the Greenvale, NY branch office of J.p. Morgan 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
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NY
03/04/2024 - Present
J.p. Morgan Securities LLC (GREENVALE NY)
BC
Issued 05/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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