Unclaimed
Eric Sitarski is a financial advisor with J.P. Morgan Securities LLC. Eric has been in the industry since 2001. Eric is registered to provide investment advice in several states. The advisor has a range of experience, including working with corporations, individuals, and charitable organizations. Eric has expertise in areas such as financial planning, pension consulting, and portfolio management.
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
02/02/2017 - Present
J.p. Morgan Securities LLC (Columbus OH)
IN
07/06/2005 - 09/02/2009
CHASE INVESTMENT SERVICES CORP. (CROWN POINT IN)
IL
03/21/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
11/06/2002 - 07/08/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MO
01/02/2001 - 09/18/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
04/07/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
BOTH
Issued 03/28/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/13/2017
Series 4 - Registered Options Principal Examination
BC
Issued 11/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities 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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