Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawid? Claim Your ProfileDawid Wolinski is a financial professional licensed in Illinois. Dawid holds the Series 63, Series 6TO and SIE licenses. Dawid joined J.P. Morgan Securities LLC in December 2020 and is currently registered with this firm. Dawid has been in the financial services industry since December 2020. The firm's main office is located in New York City and has 6024 licensed agents, 7426 investment advisor representatives and 7464 registered representatives. The firm manages more than $50 billion in assets. The firm serves a wide range of clients, including individuals, corporations, and institutions. The firm offers a variety of financial services, including portfolio management, financial planning, and pension consulting.
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
12/23/2020 - Present
J.p. Morgan Securities LLC (STREAMWOOD IL)
BC
Issued 01/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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