Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Levin is a financial advisor at J.P. Morgan Securities LLC. Patti has been in the financial services industry since 1984. Patti Levin is registered with FINRA and has been licensed in multiple states since 1982. Patti Levin holds the Series 7, Series 63, and Series 65 licenses. Patti Levin specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. J.P. Morgan Securities LLC has a history of working with individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.
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
01/09/2021 - Present
J.p. Morgan Securities LLC (Evanston IL)
NY
10/13/2000 - 09/02/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 10/19/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
05/02/1995 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
07/19/1988 - 05/15/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
12/11/1986 - 08/05/1988
COOPER DAVIS, LTD.
NA
07/25/1984 - 10/21/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/08/1984 - 05/17/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
10/20/1982 - 02/29/1984
E. F. HUTTON & COMPANY INC
IA
Issued 06/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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