Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Swierkowski is a financial advisor with J.P. Morgan Securities LLC. Rebecca has been active in the industry since December 2020 and is registered with FINRA and the state of New York. Rebecca holds the Series 63, 79TO and SIE licenses and is able to offer financial planning and portfolio management services to both individuals and businesses.
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
12/21/2020 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 01/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rebecca Swierkowski is the right advisor for you? Invested Better is here to help.
