Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames P. Lunetta is a financial advisor registered with J.p. Morgan Institutional Investments Inc. James P. Lunetta has been active in the industry since September 26, 2022. James P. Lunetta is registered in 23 states, including Arizona, California, and Colorado. James P. Lunetta holds the Series 7TO, 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.
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.
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2
NY
09/27/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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