Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lasacco is a financial advisor with J.P. Morgan Securities LLC. Katherine has been a registered representative for over 7 years and has experience working in both the New York and Charlotte markets. Katherine holds licenses to conduct business in several states, including Alabama, District of Columbia, Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee and Virginia. Katherine specializes in helping clients with financial planning, pension consulting, and portfolio management for businesses and individuals.
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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NC
11/30/2021 - Present
J.p. Morgan Securities LLC (Charlotte NC)
NY
07/14/2014 - 10/13/2015
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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