Unclaimed
Patrick Giudice is an active advisor with J.p. Morgan Securities LLC and has been in the industry since 2012. Patrick's expertise includes the Series 99 exam. Patrick is registered with FINRA and is associated with the Newark, Delaware branch office. Patrick's primary focus areas are Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, and Selection of Other Advisors.
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
DE
06/01/2012 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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