Unclaimed
Dana Rasmussen is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Dana is registered in 53 states and specializes in Investment Banking Registered Representative, Securities Industry Essentials, and Uniform Securities Agent State Law. Dana is a highly experienced and qualified professional and is committed to helping their clients reach their financial goals.
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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IL
04/22/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 06/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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