Unclaimed
Cosime Chance is a financial professional with extensive experience in the securities industry. Cosime has a strong background in trading, having held previous roles at T3 Trading Group, LLC in New York, NY. Currently, Cosime is registered with J.P. Morgan Securities LLC as a General Securities Representative. Cosime holds the Series 7, 57 and SIE licenses. Cosime's focus is on providing comprehensive financial advice and portfolio management services to individuals, businesses, and institutional clients.
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
11/06/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/24/2021 - 02/24/2022
T3 TRADING GROUP, LLC (NEW YORK NY)
BC
Issued 07/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2021
Series 57TO - Securities Trader Exam
BC
Issued 11/17/2020
SIE - Securities Industry Essentials 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
Not sure Cosime Chance is the right advisor for you? Invested Better is here to help.