Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jeanne Rickoski is a financial professional registered with J.p. Morgan Securities LLC. Donna has been in the industry since 2012 and holds the Series 99 and SIE licenses. She is based in New York, NY, and is affiliated with the branch office located at 277 Park Ave, 18th Floor. Her specializations include investment companies, portfolio management, and financial planning.
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
NY
04/11/2012 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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