Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Leventis is a financial advisor currently registered with J.p. Morgan Securities LLC. Kara has been in the industry since 2019 and is licensed to provide investment advice in Ohio and Texas. Kara has a broad range of experience serving individuals, businesses, and charitable organizations. Kara holds Series 7, 63, and 65 licenses. Kara has previously been employed with MCHENRY ADVISERS, INC., AJAX TOCCO MAGNETHERMIC, THE OHIO STATE UNIVERSITY WEXNER MEDICAL CENTER, SALVATORE'S ITALIAN GRILLE, AVALON GOLF AND COUNTRY CLUB, JPMORGAN CHASE BANK, NA, JPMORGAN SECURITIES LLC, and HPS INVESTMENT PARTNERS.
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
OH
11/29/2023 - Present
J.p. Morgan Securities LLC (Cleveland OH)
NY
05/08/2019 - 07/09/2022
J.P. MORGAN SECURITIES LLC (New York NY)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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