Unclaimed
Roxanne Semone Roberts-kelley is a registered representative with J.P. Morgan Securities LLC. Roxanne has been in the industry since November 2018. Previously, Roxanne has worked at First Republic Securities Company, LLC and Signature Securities. Roxanne is licensed to sell securities in the state of New York. She is also licensed to sell securities products through the Financial Industry Regulatory Authority (FINRA).
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
09/29/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
06/27/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
11/13/2018 - 06/24/2022
SIGNATURE SECURITIES (NEW YORK NY)
BC
Issued 11/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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