Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Conroy Whitney is an active broker and investment advisor representative with J.P. Morgan Securities LLC, registered in multiple states including California, Louisiana, North Carolina, Ohio, and South Carolina. Melissa has been in the industry since 1997 and has a diverse range of experience, having previously worked at Deutsche Bank Securities Inc. and Lehman Brothers Inc. Melissa holds multiple licenses and certifications, including Series 63, 65, 7 and SIE exams. Melissa's clients include high-net-worth individuals, corporations, pension plans, and insurance companies. Melissa's specializations include portfolio management for both individuals and businesses, financial planning and selection of other advisors. Melissa's experience and expertise in various financial services allow her to provide comprehensive and tailored solutions to her clients' needs.
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
CA
08/05/2013 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
10/26/2007 - 06/12/2013
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
01/17/1997 - 10/31/2007
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
IA
Issued 02/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1997
Series 7 - General Securities 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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