Unclaimed
Gisele Battikha is a licensed financial professional with over 15 years of experience in the financial services industry. Gisele currently works for J.P. Morgan Securities LLC in Washingtonville, NY and has held previous roles at CHASE INVESTMENT SERVICES CORP. and BNY INVESTMENT CENTER INC. Gisele is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, Series 63 and SIE licenses. Gisele specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses.
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 (WASHINGTONVILLE NY)
NY
08/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WASHINGTONVILLE NY)
NY
01/17/2002 - 12/05/2002
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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