Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Loschiavo is a financial professional with J.P. Morgan Securities LLC. Marc has a Series 63, Series 6TO and SIE licenses and is registered in Connecticut, New Jersey and New York. Marc is a financial advisor with over 10 years of experience and a proven track record of success in the financial services industry. Marc specializes in providing financial planning, portfolio management for individuals and businesses and pension consulting services to a variety of clients including high-net-worth individuals, corporations and institutions.
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
05/31/2023 - Present
J.p. Morgan Securities LLC (Bergenfield NJ)
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Marc Loschiavo is the right advisor for you? Invested Better is here to help.
