Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylie? Claim Your ProfileKylie Nicole Roach is a registered representative with J.p. Morgan Securities LLC. Kylie is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Kylie has been active in the financial services industry since July 5, 2022. J.p. Morgan Securities LLC provides investment advisory services to individuals, corporations, and institutions. The firm manages more than $50 billion in assets. The firm's advisory services include financial planning, pension consulting, and portfolio management.
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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2
OH
07/06/2022 - Present
J.p. Morgan Securities LLC (Westerville OH)
BC
Issued 07/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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New York Stock Exchange
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