Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary V. Lovallo is an investment advisor representative with J.P. Morgan Securities LLC, licensed in New Jersey, New York and Texas. Gary has been in the industry since April 1996, and has previously worked at Chase Investment Services Corp., AXA Advisors, LLC, Bear Hunter Structured Products LLC, Bear Wagner Specialists LLC and Wagner Stott Mercator, L.L.C. Gary specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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
09/23/2019 - Present
J.p. Morgan Securities LLC (New York NY)
NY
02/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
05/19/2006 - 01/26/2009
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NY
10/10/2003 - 09/26/2005
BEAR HUNTER STRUCTURED PRODUCTS LLC (NEW YORK NY)
NY
04/23/2001 - 10/10/2003
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
08/10/1995 - 04/23/2001
WAGNER STOTT MERCATOR, L.L.C. (NEW YORK NY)
BOTH
Issued 6/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 7/20/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 12/8/1999
Series 25 - NYSE Trading Assistant 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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