Unclaimed
Henrique Peretti is a registered representative with J.p. Morgan Securities LLC and has been in the industry since May 2018. Henrique Peretti is licensed to conduct business in 53 states and holds the Series 63, SIE, Series 86, Series 87 and Series 7 licenses. Henrique Peretti is currently registered with J.p. Morgan Securities LLC in New York, NY. Henrique Peretti specializes in portfolio management for individuals, pension consulting, financial planning, and selection of other advisers. Henrique Peretti is affiliated with J.p. Morgan Securities LLC which has more than 50 billion dollars in assets under management.
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
05/21/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 05/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/11/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/21/2018
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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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