Unclaimed
Nicholas Ingram is an active investment advisor representative registered with J.P. Morgan Securities LLC. Nicholas has been in the industry since November 9, 2015, and has a diverse background in financial services, including experience with Citigroup, JPMorgan Chase Bank, and National Securities Corporation. Nicholas offers a range of services, including financial planning, portfolio management, and pension consulting. Nicholas has a strong understanding of investment strategies and can help clients develop and achieve their financial goals.
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
NY
05/14/2024 - Present
J.p. Morgan Securities LLC (SCARSDALE NY)
NY
01/28/2022 - 05/02/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
01/28/2022 - 05/02/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
09/15/2015 - 11/16/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/30/2014 - 08/25/2014
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities 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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