Unclaimed
Ned Yetten is a financial advisor with J.p. Morgan Securities LLC in Boston, Massachusetts. Ned has been in the financial services industry since 2007 and has extensive experience in the industry. Previously, Ned was a registered representative at Oppenheimer & Co. Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, both in New York. Ned holds Series 63, SIE, Series 7 and Series 79 licenses and is registered in all 50 states. Ned's specialties include financial planning, portfolio management for businesses and individuals, and pension consulting.
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
MA
05/23/2017 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
08/19/2015 - 04/24/2017
OPPENHEIMER & CO. INC. (BOSTON MA)
NY
11/01/2010 - 08/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/23/2004 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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