Unclaimed
Nataly Zhunio is a registered representative with J.p. Morgan Securities LLC. Nataly has been in the industry since 2024 and is registered in New York and Texas. Nataly has a series 63 and 66 license. Nataly is a financial advisor who provides financial planning, pension consulting, and portfolio management services. Nataly also provides investment advisory services to individuals, corporations and businesses, as well as charitable organizations. Nataly specializes in providing financial advice and services to clients with assets of $1 million or more.
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
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NY
10/18/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
Active
Inactive
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