Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Concillo is a financial professional with over 10 years of experience in the industry. Rosemary is currently registered with J.P. Morgan Securities LLC and is actively involved in providing financial advice. Rosemary is a Series 99 and SIE licensed professional. Prior to her current role, Rosemary held positions at J.P. Morgan Securities LLC and 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
NJ
10/09/2017 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
10/01/2016 - 01/13/2017
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
04/30/2012 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Rosemary Concillo is the right advisor for you? Invested Better is here to help.
