Unclaimed
Erica Mosca is a registered investment advisor representative. Erica is currently employed with J.P. Morgan Securities LLC and has been in the industry since 2011. Erica holds the Series 65 and SIE exams. Erica specializes in financial planning, pension consulting, and selection of other advisors. Erica currently has registrations in Florida, New Jersey, New York, and Pennsylvania.
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
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NY
01/13/2025 - Present
J.p. Morgan Securities LLC (HIGHLAND FALLS NY)
IA
Issued 05/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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