Unclaimed
Dawn Lorenzino-sullivan is a financial advisor at J.p. Morgan Institutional Investments Inc. in New York, NY. Dawn has been in the financial industry for over 20 years. Dawn has passed the Series 7, SIE and Series 99TO exams and is registered with FINRA. Dawn previously worked at J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.
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.
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.
1
2
NY
11/21/2003 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
07/10/2002 - 11/24/2003
J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. (NEW YORK NY)
NJ
04/20/2001 - 08/29/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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