Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Caravella is a financial advisor with J.P. Morgan Securities LLC, specializing in portfolio management for individuals and businesses. Drew has been active in the financial services industry since September 2007 and holds several industry licenses and certifications including Series 6, 7, 24, 26, 63 and SIE. Previously, Drew was associated with Nationwide Investment Services Corporation, Nationwide Securities, LLC and Chase Investment Services Corp. Drew is registered to offer investment advice in all 50 states and the District of Columbia.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
12/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
09/10/2007 - 12/08/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/16/2009 - 12/31/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
BC
Issued 05/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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