Unclaimed
Nicholas Kasner is a financial professional with J.P. Morgan Securities LLC. Nicholas is licensed in Illinois and New York. Nicholas has been in the industry since 2020. Nicholas has experience in investment banking and municipal securities. Nicholas holds Series 63, Series 79TO, Series 52TO and SIE licenses.
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
IL
11/23/2020 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 10/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/23/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Nicholas Kasner is the right advisor for you? Invested Better is here to help.