Unclaimed
Drew Witchousky is an investment advisor representative with J.P. Morgan Securities LLC. Drew has been in the industry since 2010. Drew specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Drew has been registered in Ohio since 2014 and has a Series 6, 7TO, 63 and 66. Drew is currently licensed to provide investment advisory services in Ohio and Texas.
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
06/21/2022 - Present
J.p. Morgan Securities LLC (Westerville OH)
CA
08/30/2021 - 02/22/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
OH
03/13/2020 - 09/01/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
OH
07/29/2014 - 03/10/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
04/04/2011 - 07/31/2014
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
08/02/2010 - 03/02/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 06/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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