Unclaimed
Jeffrey Seigies is a registered representative with J.P. Morgan Securities LLC in the MASSAPEQUA PARK, NY office. Jeffrey has been in the industry since 2003. Prior to joining J.P. Morgan Securities LLC, Jeffrey worked at CHASE INVESTMENT SERVICES CORP. and MORGAN STANLEY DW INC. Jeffrey has a Series 63, Series 65, Series 7, Series 31, and SIE license. Jeffrey is currently registered with FINRA and holds a Series 65 license with the states of New Jersey, New York, and Texas.
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
03/03/2014 - Present
J.p. Morgan Securities LLC (MASSAPEQUA PARK NY)
NY
10/14/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MASSAPEQUA PARK NY)
NY
05/04/2004 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
04/01/2003 - 12/03/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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