Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Scharlott is a financial advisor with J.P. Morgan Securities LLC in Westerville, OH. Greg has been in the financial services industry since 1998. Greg has a wide range of experience in financial planning, portfolio management, and investment advisory services. Greg has a strong commitment to helping clients 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
OH
11/14/2022 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
08/03/2010 - 10/25/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
AL
09/26/2006 - 04/07/2010
PROEQUITIES, INC. (BIRMINGHAM AL)
IL
02/13/2006 - 07/12/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
01/30/2001 - 01/04/2005
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
OH
07/29/1999 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
OH
10/20/1998 - 08/17/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1998
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
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