Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Zelkowitz is a registered representative at J.P. Morgan Securities LLC. Joseph is also a registered investment advisor representative and holds the Series 63 and 65 licenses. Joseph has been in the industry since August 2021, providing financial planning and portfolio management services to individuals, corporations, and other entities. Joseph's current firm, J.P. Morgan Securities LLC, has over $50 billion in assets under management and has a large number of clients in the US.
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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NY
10/16/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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