Unclaimed
Peggy M. Mehu is a financial advisor with over 20 years of experience in the financial industry. Peggy is currently registered with J.P. Morgan Securities LLC. Peggy is a licensed securities professional with a Series 6 and Series 63 license and also holds the SIE designation. She is registered in six states: California, Connecticut, Florida, Georgia, New Jersey and New York. Before joining J.P. Morgan Securities LLC, Peggy worked with Chase Investment Services Corp. for over 12 years. Peggy specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, charitable organizations and insurance companies.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (NANUET NY)
NY
07/06/2000 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NANUET NY)
BC
Issued 12/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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