Unclaimed
Fritz Innocent is an investment advisor with a broad range of experience. Fritz has been active in the financial services industry since 2013, and has worked for both J.P. Morgan Securities LLC and Citigroup Global Markets Inc. Fritz has a strong educational background with a focus on finance, and holds licenses to sell securities in multiple states, including New York, Texas, and California. Fritz is a well-rounded financial professional who is able to provide a variety of services to clients, including financial planning, portfolio management, and investment advice. Fritz's expertise spans various investment areas, including stocks, bonds, and mutual funds. Fritz's current role with J.p. Morgan Securities LLC allows to offer comprehensive financial solutions to individual and institutional clients.
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
10/27/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/24/2021 - 10/14/2022
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
04/22/2013 - 08/17/2021
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 09/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2013
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
Not sure Fritz Innocent is the right advisor for you? Invested Better is here to help.