Unclaimed
Ori Terletski is a registered representative of J.P. Morgan Securities LLC. Ori has been in the financial services industry since 2014. Ori holds licenses in New York and Texas. Ori has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Ori specializes in providing investment advice to individuals, businesses, and pension and profit-sharing plans. Ori has worked at several firms, including The Als Group and JP Morgan Chase Bank, N.A. in the past.
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
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NY
02/13/2025 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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