Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlin? Claim Your ProfileMarlin Luisa Fana is a registered representative with J.p. Morgan Securities LLC. Marlin has been in the industry since November 26, 2018. Marlin is licensed in Connecticut, New Jersey, and New York. Marlin has passed the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination.
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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NY
11/27/2018 - Present
J.p. Morgan Securities LLC (WOODHAVEN NY)
BC
Issued 08/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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