Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joachim? Claim Your ProfileJoachim Terzi is an investment advisor representative with J.P. Morgan Securities LLC. Joachim is registered with FINRA and has been in the securities industry since 2018. Joachim previously worked at AEGIS CAPITAL CORP. Joachim has a Series 7, Series 63, and Series 66. Joachim is licensed to provide financial advice in 18 states, including New York and Texas. Joachim is also licensed to provide investment advisory services.
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
02/07/2025 - Present
J.p. Morgan Securities LLC (FRANKLIN SQUARE NY)
NY
10/02/2018 - 01/25/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
BOTH
Issued 09/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joachim Terzi is the right advisor for you? Invested Better is here to help.
