Unclaimed
Marko Vasic is a registered representative with J.p. Morgan Securities LLC and has been in the industry since 2017. Marko has experience in providing financial planning and portfolio management services to individuals, businesses and high-net-worth clients. Marko is also a registered representative with CETERA ADVISOR NETWORKS 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
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2
NY
02/18/2025 - Present
J.p. Morgan Securities LLC (New York NY)
NY
09/28/2017 - 12/31/2017
CETERA ADVISOR NETWORKS LLC (TARRYTOWN NY)
BC
Issued 01/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 99TO - Operations Professional Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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