Unclaimed
Jennifer Tu is a financial advisor who has been in the industry since 2007. Jennifer is currently registered with J.P. Morgan Securities LLC in Rego Park, NY. Jennifer is licensed to provide financial services in five states including California, Connecticut, Florida, New Jersey, and New York. Jennifer has experience working with various clients including individuals, high-net-worth individuals, corporations, labor unions, charitable organizations, and pension and profit-sharing plans. Jennifer is also a registered representative of HSBC Securities (USA) Inc. and has previously been registered with J.P. Morgan Securities LLC in New York, NY and Elmhurst, NY.
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
NY
12/12/2018 - Present
J.p. Morgan Securities LLC (REGO PARK NY)
NY
02/16/2017 - 11/30/2018
HSBC SECURITIES (USA) INC. (ELMHURST NY)
NY
11/14/2016 - 01/03/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/10/2007 - 11/07/2016
HSBC SECURITIES (USA) INC. (FLUSHING NY)
BC
Issued 10/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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