Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dong? Claim Your ProfileDong Thi Le is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since 2009. Dong Thi Le is licensed to provide financial advice in Connecticut, New Jersey, and New York. Dong Thi Le has passed the Series 6, Series 63, and SIE exams and has experience working with a variety of clients, including individuals, corporations, and charitable organizations.
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
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2
NJ
10/01/2012 - Present
J.p. Morgan Securities LLC (SOUTH PLAINFIELD NJ)
NJ
09/11/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTH PLAINFIELD NJ)
BC
Issued 08/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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