Unclaimed
Maryann Luczak is a financial advisor with over 17 years of experience in the industry. Maryann is currently registered with J.P. Morgan Securities LLC and is licensed to provide financial services in all 50 states. She is a Series 6, 7, and 63 licensed representative. Maryann has a proven track record of success in providing financial advice to a wide range of clients, including individuals, families, and businesses. She has a deep understanding of the financial markets and a commitment to providing her clients with personalized and customized financial solutions. Before joining J.P. Morgan Securities LLC, Maryann worked at First Republic Securities Company, LLC and HSBC Securities (USA) Inc.
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
NY
09/29/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
06/29/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
03/18/2010 - 03/31/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
07/24/2008 - 02/18/2010
GFA SECURITIES, LLC (NEW YORK NY)
NY
05/23/2006 - 08/01/2008
WACHOVIA SECURITIES, LLC (PORT WASHINGTON NY)
WI
07/02/2004 - 02/03/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2004
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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