Unclaimed
Rebecca Gray is a financial advisor with J.P. Morgan Securities LLC in Chicago, Illinois. Rebecca has been in the financial services industry since 2009. Rebecca is a licensed Series 7, 6, 63 and 66 representative, and holds the SIE designation. Rebecca specializes in providing financial planning, portfolio management and investment advice for individuals, businesses and charitable organizations. Rebecca is also a registered representative in Illinois and New York. Prior to joining J.P. Morgan Securities LLC, Rebecca worked at Chase Investment Services Corp.
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
02/01/2016 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
10/01/2012 - 08/15/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
09/01/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 04/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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