Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Gillespie is an Investment Advisor Representative at J.P. Morgan Securities LLC, located in Ambler, Pennsylvania. Martha is a licensed securities professional with experience in the financial services industry. Martha has been registered with the Securities and Exchange Commission (SEC) since 2014 and holds Series 6, 7, 63, and 65 licenses. Martha specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, 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
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2
PA
05/28/2024 - Present
J.p. Morgan Securities LLC (Ambler PA)
PA
08/16/2023 - 11/22/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
NY
03/09/2023 - 07/19/2023
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
PA
04/14/2020 - 03/06/2023
PNC INVESTMENTS (HORSHAM PA)
PA
08/07/2019 - 03/24/2020
CITIZENS SECURITIES, INC. (NORRISTOWN PA)
PA
10/31/2014 - 08/02/2019
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE HILL PA)
IA
Issued 09/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2014
Series 6 - Investment Company Products/Variable Contracts 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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