Unclaimed
Nicholas Tagliere is a financial advisor with over 13 years of experience in the financial services industry. Nicholas is currently registered with J.p. Morgan Securities LLC, where Nicholas has been employed since 2012. Nicholas is licensed to provide investment advice in a number of states, including Illinois, Texas, and California. Nicholas also holds several professional licenses and certifications, including the Series 7, Series 6, and Series 66 licenses. J.p. Morgan Securities LLC is a well-established firm with a strong reputation in the financial services industry. Nicholas and J.p. Morgan Securities LLC provide a range of financial services to individuals, businesses, and institutions.
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
01/25/2021 - Present
J.p. Morgan Securities LLC (NAPERVILLE IL)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (DOWNERS GROVE IL)
IL
10/05/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MONTGOMERY IL)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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