Unclaimed
Natalia Katarzyna Gezo is a financial advisor affiliated with J.P. Morgan Institutional Investments Inc.. Natalia began her career in the financial services industry in February 2018 and holds FINRA Series 3, 7, and 63 licenses as well as the SIE exam. She is registered in 14 states including California, Connecticut, Florida, Illinois, Iowa, Kansas, Michigan, Missouri, Nebraska, New Jersey, New York, North Carolina, Pennsylvania and Texas.
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.
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.
1
2
NY
02/12/2018 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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