Unclaimed
Donna Marie Ramous is a registered representative with J.P. Morgan Securities LLC. Donna has been in the financial services industry since 2006 and has been registered with J.P. Morgan Securities LLC since 2012. Donna is licensed to provide financial services in California, Connecticut, Florida, New Jersey, and New York. Donna's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining J.P. Morgan Securities LLC, Donna was employed by CHASE INVESTMENT SERVICES CORP.
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
CT
10/01/2012 - Present
J.p. Morgan Securities LLC (WILTON CT)
CT
10/03/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WILTON CT)
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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