Unclaimed
Loredana Popa is a financial advisor with J.P. Morgan Securities LLC. Loredana has been in the financial industry since 2021. Loredana is registered with the Securities and Exchange Commission as an Investment Advisor Representative and is licensed to provide financial advice in multiple states. Loredana has experience in various areas of financial advice, including portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining J.P. Morgan Securities LLC, Loredana worked with Ameriprise Financial Services LLC.
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
IL
06/07/2022 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
09/20/2021 - 05/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (CHICAGO IL)
IA
Issued 10/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2021
SIE - Securities Industry Essentials 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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