Unclaimed
Denise Snode is a financial advisor with J.P. Morgan Securities LLC, with over 10 years of experience in the industry. Denise has a strong background in investment products, and is passionate about helping clients achieve their financial goals. Denise is licensed to provide financial advice in Ohio. Denise specializes in a variety of financial services, including investment management, financial planning, and retirement planning. Denise is committed to providing her clients with the highest level of service and expertise.
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
OH
07/18/2017 - Present
J.p. Morgan Securities LLC (ZANESVILLE OH)
OH
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (ZANESVILLE OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ZANESVILLE OH)
IL
09/22/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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