Unclaimed
Owen L Sampson is a financial professional with over 15 years of experience in the securities industry. Owen L Sampson is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Prior to joining J.P. Morgan Securities LLC, Owen L Sampson worked at Chase Investment Services Corp. and HSBC Securities (USA) Inc. Owen L Sampson holds Series 6, Series 63, and SIE licenses. Owen L Sampson specializes in providing investment advice and financial planning services to individuals, corporations, and high-net-worth clients.
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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2
NY
02/21/2020 - Present
J.p. Morgan Securities LLC (EAST NORTHPORT NY)
NY
10/01/2012 - 08/01/2018
J.P. MORGAN SECURITIES LLC (EAST MEADOW NY)
NY
02/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
04/01/2008 - 12/16/2009
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
10/04/2005 - 11/19/2007
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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