Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jo? Claim Your ProfileMary jo Lasater is a financial advisor with over 20 years of experience in the financial industry. She is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Mary jo Lasater was registered with Chase Investment Services Corp., Citigroup Global Markets Inc., Wells Fargo Investments, LLC, and Wells Fargo Securities Inc., and Forum Financial Services, Inc.. Mary jo Lasater has a wide range of experience in financial planning, portfolio management, and pension consulting. She has a proven track record of success in helping individuals and businesses achieve their financial goals.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (WICHITA FALLS TX)
TX
12/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WICHITA FALLS TX)
TX
12/08/2004 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (WICHITA FALLS TX)
CA
05/02/2001 - 12/03/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/12/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
09/19/1997 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
IA
Issued 04/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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