Unclaimed
Mollie Colavita is a financial advisor with over 28 years of experience in the financial services industry. Mollie is currently registered with J.P. Morgan Securities LLC and has been with the firm since December 2021. Mollie has a wide range of experience in the financial services industry. Mollie has been registered with various firms, including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and JP MORGAN CHASE BANK, N.A. Mollie holds a Series 66 license and has passed the Series 3, 7, 9, 10, and 24 exams. Mollie is also registered as an Investment Advisor Representative (IAR) in New York, Pennsylvania, and Texas. Mollie is committed to providing her clients with personalized financial advice and guidance. Mollie specializes in providing financial planning, portfolio management, and investment advice. Mollie is a trusted advisor to her clients and is committed to helping them achieve their financial goals.
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
03/03/2022 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/06/1993 - 09/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1993
Series 7 - General Securities 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
Not sure Mollie Colavita is the right advisor for you? Invested Better is here to help.