Unclaimed
Marc Olivier Pouey is a financial advisor with J.p. Morgan Securities LLC. Marc has been in the financial services industry since 2012 and has experience with both individual and business clients. He holds the Series 7, 17, 63, 86, 87, and SIE licenses, as well as the Series 65 license. Marc is registered to provide investment advisory services in New York and Texas. Marc is also registered with FINRA. Prior to joining J.p. Morgan Securities LLC, Marc worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Barclays Capital Inc. Marc is a member of J.p. Morgan Securities LLC which has more than 1 million clients and over $250 billion in assets under 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
1
2
NY
02/29/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
07/29/2013 - 12/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/21/2012 - 02/26/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 02/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/28/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2012
Series 17 - Limited Registered 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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