Unclaimed
Katerina Lukenberg is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2014. Katerina has a series 63 and 65 licenses and is registered in New York and Texas. Katerina has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Katerina also has experience providing financial planning and pension consulting services.
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
09/17/2024 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
Active
Inactive
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