Unclaimed
John Piccard is a financial professional with over 20 years of experience in the industry. John has a broad range of experience, working for firms like Lord Abbett Distributor LLC and Mitchell Hutchins Asset Management Inc. currently, John is registered with J.P. Morgan Institutional Investments Inc. and holds a Series 63, 65, 7 and SIE licenses. John is registered in 22 states including New York, Texas, California, and Florida.
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.
1
2
NY
11/10/2014 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NJ
05/18/2004 - 10/31/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
05/11/2001 - 05/07/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
07/30/1996 - 12/13/2000
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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