Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josselyn? Claim Your ProfileJosselyn Conde Harvey is an investment professional with a background in investment banking. Josselyn has been in the financial industry since November 2021 and is currently registered with J.p. Morgan Securities LLC. Josselyn has passed the Securities Industry Essentials Exam (SIE), the Investment Banking Registered Representative Examination (Series 79TO) and the Uniform Securities Agent State Law Examination (Series 63) to be licensed in securities.
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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TX
11/10/2021 - Present
J.p. Morgan Securities LLC (Houston TX)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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