Unclaimed
Myla Maurine Battaglia is a financial advisor with over 23 years of experience. Myla has held various roles at financial institutions like Chase Investment Services Corp., Banc One Securities Corporation, and currently at J.P. Morgan Securities LLC. Myla's expertise includes providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Myla holds Series 6 and Series 63 licenses as well as the SIE. Myla has been registered with FINRA and has held licenses in twelve states.
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
MI
10/01/2012 - Present
J.p. Morgan Securities LLC (BLOOMFIELD HILLS MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
IL
03/25/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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