Unclaimed
Renee Thalheimer-vasey is a financial advisor with J.p. Morgan Securities LLC. Renee has been working in the financial services industry since 2012. Renee is registered with FINRA and holds the Series 99 and SIE licenses. Renee is also a Registered Representative with J.P. Morgan Securities LLC. Prior to joining J.p. Morgan Securities LLC, Renee worked at J.P. MORGAN CLEARING 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
NY
10/01/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/22/2012 - 10/01/2016
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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