Unclaimed
Matthew Lopardo is a registered representative with J.P. Morgan Securities LLC, with over 14 years of experience in the industry. Matthew is licensed to provide investment advice in Illinois and Texas. Matthew works at the Chicago branch of the firm, but also has a presence in La Grange Highlands, Illinois. J.P. Morgan Securities LLC provides investment services to a wide range of clients, including individuals, businesses, corporations, and charitable organizations. The firm is headquartered in New York, NY and has over 7,000 employees nationwide.
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
IL
09/03/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
10/28/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2009
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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