Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivy? Claim Your ProfileIvy Lomotey is a financial advisor registered with J.P. Morgan Securities LLC. Ivy has been in the industry since 2004 and is currently registered in Arizona, California, Florida, Illinois, Missouri, and Texas. Ivy has a strong background in securities, holding Series 6, 63, and 66 licenses, as well as the SIE exam. Ivy has prior experience with Chase Investment Services Corp., NatCity Investments, Inc., and Banc One Securities Corporation.
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
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2
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (ROCKFORD IL)
IL
12/09/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IL
10/04/2006 - 12/01/2008
NATCITY INVESTMENTS, INC. (ROCKFORD IL)
IL
07/06/2005 - 09/20/2006
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
IL
04/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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