Unclaimed
Joelle McKay is a registered representative with J.P. Morgan Institutional Investments Inc. Joelle has been in the industry for 10 years and is registered with the Securities and Exchange Commission (SEC) and FINRA as well as 53 state securities authorities. Joelle passed the Series 7TO, Series 63, and SIE exams.
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
10/12/2020 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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