Unclaimed
Paul Brucato is a financial professional with over 20 years of experience in the industry. Paul is currently registered with J.p. Morgan Securities LLC, a broker-dealer with a wide range of financial products and services. Previously, Paul was employed by J.P. Morgan Institutional Investments Inc., another prominent financial institution. Paul holds a Series 63, Series 79TO, SIE, and Series 7 licenses, demonstrating a strong foundation in securities knowledge.
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
09/30/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/19/2002 - 08/14/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 11/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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