Unclaimed
Gerard Reddy is a financial advisor with J.P. Morgan Securities LLC, located in Rockville Centre, NY. Gerard is a seasoned professional with over 20 years of experience in the financial services industry. Prior to joining J.P. Morgan Securities LLC, Gerard was with Chase Investment Services Corp. and WAMU Investments, Inc. Gerard holds the Series 7, Series 24, Series 63, and Series 65 licenses and has a strong background in securities, investment advisory, and financial planning. Gerard is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (ROCKVILLE CENTRE NY)
NY
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/21/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (UNIONDALE NY)
MN
08/27/2004 - 08/19/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/27/2004 - 08/19/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
12/19/2003 - 08/16/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
07/11/2001 - 12/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2001 - 12/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/28/2000 - 04/17/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
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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