Unclaimed
Nicholas Bernard Look is a financial advisor with over 10 years of experience in the industry. Look is currently registered with J.p. Morgan Securities LLC and has been with the firm since October 2012. Previously, Look was registered with CHASE INVESTMENT SERVICES CORP from November 2011 to October 2012. Look holds the Series 6, Series 63, and SIE licenses and is registered in 25 states. Look specializes in providing financial advice and portfolio management services to individuals, corporations, and charitable organizations.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (WILMETTE IL)
IL
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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