Unclaimed
Mary Klap is a financial advisor registered with J.p. Morgan Institutional Investments Inc. Mary has been in the securities industry since September 18, 2011. Mary is licensed in California, Connecticut, Florida, Illinois, Indiana, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Vermont. Mary holds the Series 7, Series 63, and SIE securities licenses.
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.
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.
1
2
IL
09/19/2011 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
BC
Issued 11/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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