Unclaimed
Gene Gemelli is a financial advisor at J.P. Morgan Securities LLC. Gene has been in the industry since 2007 and is registered with FINRA. Gene holds the Series 63, 7, 24 and SIE licenses. Gene has experience with SG Americas Securities, LLC and Credit Suisse Securities (USA) LLC. Gene's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers. Gene's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Financial Planning.
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
04/05/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/10/2017 - 12/21/2017
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
12/21/2006 - 12/15/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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