Unclaimed
Lynne Crockett is a registered investment advisor with J.P. Morgan Securities LLC. Lynne Crockett has been in the financial services industry since 2004. She has a broad range of experience, having worked at other firms in the industry, including Commonfund Securities, Inc. and Bear, Stearns & Co. Inc. Lynne Crockett has a wide range of experience in the industry, as she has served as a registered representative, investment advisor representative, and principal. Lynne Crockett holds Series 7, 9, 10, 24, and 66 licenses and is registered in multiple states across the country. She is a dedicated advisor who strives to provide excellent service to her 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
NY
04/08/2022 - Present
J.p. Morgan Securities LLC (New York NY)
NY
03/28/2011 - 07/08/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CT
04/01/2008 - 02/15/2011
COMMONFUND SECURITIES, INC. (WILTON CT)
NY
07/29/2004 - 04/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
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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