Unclaimed
Kaisha Glenn is a registered representative with J.P. Morgan Securities LLC. Kaisha's specializations include helping individuals with financial planning, portfolio management, and educational seminars. Kaisha is registered in Illinois and Ohio. Kaisha has passed the Series 6TO, SIE, and Series 63 examinations. Kaisha has been in the financial services industry since 2023. Kaisha is located in Champaign, IL, and services clients in the surrounding area.
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
IL
05/26/2023 - Present
J.p. Morgan Securities LLC (CHAMPAIGN IL)
BC
Issued 06/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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