Unclaimed
Kristen Walmach is a financial advisor with J.p. Morgan Securities LLC, registered to provide investment advice in New Jersey and Texas. Kristen has been in the financial services industry since 1999, working with various firms including RBC Capital Markets, LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Gibraltar Securities Co. Kristen specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and pension plans.
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
NJ
04/04/2024 - Present
J.p. Morgan Securities LLC (Morristown NJ)
NJ
03/11/2010 - 02/08/2013
RBC CAPITAL MARKETS, LLC (PARSIPPANY NJ)
NY
01/02/2002 - 11/13/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 01/15/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
04/05/1995 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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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