Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivo? Claim Your ProfileIvo Wille is a financial advisor with over 15 years of experience in the industry. Currently, Ivo Wille works as a registered representative at J.P. Morgan Securities LLC in New York, NY. Before joining J.P. Morgan Securities LLC, Ivo Wille worked at Vontobel Securities LTD. in Zurich, Switzerland, and Goldman, Sachs & Co. in New York, NY. Ivo Wille has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Ivo Wille holds the Series 7, Series 63, and SIE licenses.
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
08/27/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NA
03/26/2013 - 08/30/2013
VONTOBEL SECURITIES LTD. (ZURICH )
NY
10/04/2010 - 09/20/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/11/2006 - 03/31/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
01/13/2005 - 05/11/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 03/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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