Unclaimed
Hadassah Levinson-strauss is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Levinson-strauss has been active in the financial services industry since 2009 and holds both Series 63 and 66 licenses. Levinson-strauss has experience working with individual and business clients, and specializes in financial planning, pension consulting and portfolio management. She is also experienced in managing both discretionary and non-discretionary accounts. Levinson-strauss is committed to providing her clients with the highest level of service and helping 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
07/22/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/01/2012 - 12/13/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/29/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
05/16/2007 - 09/08/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/14/2004 - 09/14/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
01/16/2003 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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