Unclaimed
Irene A. McKeown is a financial advisor with over 20 years of experience in the industry. Irene is currently registered with J.p. Morgan Securities LLC and has been with the firm since October 2012. Prior to joining J.p. Morgan Securities LLC, Irene was with CHASE INVESTMENT SERVICES CORP. from January 2005 until October 2012. Irene holds the Series 6, Series 63, and SIE licenses and is registered in the following states: California, Connecticut, Florida, New Jersey, and New York. Irene specializes in providing financial advice to high net worth individuals, corporations, and other businesses. Irene has a strong track record of success in helping her 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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (MOUNT SINAI NY)
NY
01/01/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOUNT SINAI NY)
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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