Unclaimed
Krystal Broussard is a financial advisor at J.P. Morgan Securities LLC. Krystal has been in the industry since 2008, and has experience with both broker-dealer and investment advisor services. Krystal holds licenses for both Series 7 and Series 66, and specializes in providing financial planning, portfolio management, and other services for individuals, businesses, and institutional clients. Krystal's previous experience includes working for Morgan Stanley and Thrivent Investment Management Inc.
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
LA
11/03/2022 - Present
J.p. Morgan Securities LLC (NEW ORLEANS LA)
LA
07/10/2020 - 11/04/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Slidell LA)
LA
06/01/2009 - 07/09/2020
MORGAN STANLEY (NEW ORLEANS LA)
LA
03/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW ORLEANS LA)
LA
09/26/2008 - 02/11/2009
UBS FINANCIAL SERVICES INC. (NEW ORLEANS LA)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative 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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