Unclaimed
Dexter Greaves is a registered investment advisor representative with J.p. Morgan Securities LLC. Dexter has been in the industry since 1996 and has a wide range of experience in the financial services industry. Dexter holds Series 3, 4, 7, 9, 10, 24, 52TO, 53, 63, 65, and 79TO licenses. Dexter has previously worked at Charles Schwab & Co., Inc., J.P. Morgan Securities Inc., BEAR, STEARNS & CO. INC., OCC DISTRIBUTORS, and Salomon Smith Barney Inc.
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
TX
12/19/2022 - Present
J.p. Morgan Securities LLC (Fort Worth TX)
TX
11/16/2021 - 12/16/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
10/01/2008 - 10/16/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
NY
02/12/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/17/2000 - 11/12/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/03/1999 - 03/01/2000
OCC DISTRIBUTORS (NEW YORK NY)
NY
04/22/1998 - 02/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
AZ
05/30/1995 - 02/25/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IL
05/22/1995 - 11/21/1996
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 09/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 05/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 3 - National Commodity Futures Examination
BC
Issued 02/25/1995
Series 7 - General Securities 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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