Unclaimed
Douglas Bibbee is a financial advisor with J.P. Morgan Securities LLC. Douglas has been in the financial services industry since 2006. Douglas's registration is currently active in California, Connecticut, Florida, New Jersey, and New York. Douglas is also registered with FINRA and the state of New York. Douglas has a Series 6, Series 63 and SIE license. Douglas has previously worked at KEY INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, and CHASE INVESTMENT SERVICES CORP. Douglas's primary office location is in BROCKPORT, NY.
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
NY
10/27/2023 - Present
J.p. Morgan Securities LLC (BROCKPORT NY)
NY
09/21/2016 - 06/06/2023
KEY INVESTMENT SERVICES LLC (Rochester NY)
NY
04/15/2016 - 09/21/2016
LPL FINANCIAL LLC (ROCHESTER NY)
NY
10/01/2012 - 04/28/2016
J.P. MORGAN SECURITIES LLC (ROCHESTER NY)
NY
06/15/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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