Unclaimed
Martin C. Perrucci is a financial advisor at J.P. Morgan Securities LLC, with over 20 years of experience in the financial industry. Martin has been with J.P. Morgan Securities LLC since March 2014. Before that, Martin worked at Nuveen Securities, LLC, Morgan Stanley, and Citigroup Global Markets Inc. Martin is registered to provide investment advice in 53 states and districts. Martin also holds a Series 7, Series 3, Series 10, Series 24, and Series 63 license. Martin's specialties include portfolio management for individuals and businesses, financial planning, and pension consulting.
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
OH
06/11/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
11/20/2012 - 03/18/2014
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
02/24/2010 - 11/15/2012
MORGAN STANLEY (CHICAGO IL)
IL
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
08/15/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
MO
12/16/2004 - 08/09/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NE
11/01/1999 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
FL
03/03/1999 - 08/25/1999
GSG SECURITIES, INC. (BOCA RATON FL)
IA
Issued 02/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/2004
Series 7 - General Securities 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
Not sure Martin Perrucci is the right advisor for you? Invested Better is here to help.