Unclaimed
Donald E Ammar is a financial advisor with J.p. Morgan Securities LLC, with over 2 years of experience in the industry. Donald has a Series 66, Series 24, Series 7TO, and SIE licenses. Donald specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Donald's previous experience includes roles with THE HUNTINGTON INVESTMENT COMPANY and J.P. MORGAN SECURITIES LLC.
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
12/15/2020 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
05/13/2020 - 10/06/2020
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
10/29/2018 - 05/06/2020
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
BOTH
Issued 11/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2018
SIE - Securities Industry Essentials 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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