Unclaimed
Corinna Bongiovanni is a financial advisor with J.P. Morgan Securities LLC. Corinna has been in the industry since 2003 and has experience working with individual clients, corporations, and institutions. Corinna provides a range of financial services including financial planning, investment management, and selection of other advisors. Corinna holds Series 3, 6, 7, 10, 24, 63, and 65 licenses. Corinna has been registered with J.P. Morgan Securities LLC since 2012. Prior to that, Corinna was registered with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Wachovia 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
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (Columbus OH)
WI
09/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
IL
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
04/07/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
MO
06/09/2004 - 04/05/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
09/09/2002 - 09/22/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
WI
07/24/2002 - 09/10/2002
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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