Unclaimed
Debra Roselli is a registered representative with j.p. Morgan Securities LLC since November 2021, and has been in the financial services industry since November 2009. Debra is licensed to offer securities in Arizona, California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York and North Carolina. Debra has a background in financial planning and is a registered representative with a Series 6, 7TO and 66 licenses. Prior to joining j.p. Morgan Securities LLC, Debra was registered with M&T Securities, Inc. and Liberty 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.
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
11/03/2021 - Present
J.p. Morgan Securities LLC (GARDEN CITY NY)
MD
05/01/1995 - 01/08/1998
M&T SECURITIES, INC. (BALTIMORE MD)
NY
11/24/1993 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
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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