Unclaimed
Renee S. Rociola is a financial advisor with J.P. Morgan Securities LLC. Renee has over 20 years of experience in the financial services industry. Renee specializes in helping individuals and families achieve their financial goals. Renee is also registered in Illinois, South Carolina and Wisconsin.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (SCHAUMBURG IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCHAUMBURG IL)
IL
01/04/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Renee Rociola is the right advisor for you? Invested Better is here to help.