Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hervy? Claim Your ProfileHervy Crista Lewis is a financial professional licensed in Connecticut, New Jersey, and New York. Hervy Crista Lewis is registered with J.P. Morgan Securities LLC and has been in the industry since March 7, 2022. Hervy Crista Lewis has passed the Series 63, Series 6TO and SIE exams and is currently working out of the Brooklyn, NY branch office. J.P. Morgan Securities LLC manages more than $50 billion in assets and serves more than 262,000 clients, including corporations, individuals, high-net-worth individuals, and charitable organizations.
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
03/07/2022 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 03/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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