Unclaimed
Mitchell Lemmo is an investment advisor representative with J.p. Morgan Securities LLC. Mitchell has been in the industry for over 10 years. He is licensed to provide investment advice in 53 states. Mitchell's previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Icon International. His specialties include portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Mitchell is committed to providing clients with personalized and professional investment advice.
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
08/19/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
CT
09/25/2019 - 07/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
BOTH
Issued 04/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2019
SIE - Securities Industry Essentials 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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