Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Navon is a financial advisor with J.p. Morgan Securities LLC. Roy has been in the industry since 1998 and has a wide range of experience. Roy holds several licenses and certifications, including Series 7, Series 63, and Series 79TO. Roy has a strong track record of success in the financial services industry. Roy is committed to providing clients with personalized financial advice and guidance. Roy has worked with a variety of clients, including individuals, families, 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
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/24/2003 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/13/2001 - 06/13/2002
DRESDNER KLEINWORT WASSERSTEIN, INC. (NEW YORK NY)
NY
10/03/1997 - 08/23/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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