Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Tabachnick is a financial advisor at J.P. Morgan Securities LLC. Phyllis is licensed to provide investment advice in Illinois, Indiana, Ohio, and Texas. Phyllis has been in the securities industry since 1987 and has experience with a variety of investment products and services. Phyllis also has experience working with a wide range of clients, including individuals, families, businesses, and non-profit organizations. Phyllis is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Phyllis has a deep understanding of the financial markets and a proven track record of success. Phyllis is also a member of several professional organizations, including the Financial Industry Regulatory Authority (FINRA). Phyllis is a highly qualified and experienced financial advisor who is committed to helping her clients achieve their financial goals.
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
03/31/2006 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
NY
08/18/1987 - 01/30/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 10/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
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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