Unclaimed
Lucila Healy is a registered representative with J.p. Morgan Securities LLC, licensed to offer investment advice and services in New Jersey. Lucila has been in the industry for over 2 years, having passed the Securities Industry Essentials Examination in March 2023 and the Operations Professional Examination in July 2023. Lucila specializes in various areas, including investment companies, individuals, high-net-worth individuals, and other business clients.
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
07/03/2023 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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