Unclaimed
Rudolf Bentlage is a registered representative with J.p. Morgan Securities LLC. Rudolf is a veteran of the financial industry, having entered it on December 18, 2013. Rudolf holds the Series 63, Series 79, and Series 24 licenses, as well as the SIE. Rudolf is licensed to sell securities in 53 states. Rudolf specializes in providing financial planning, portfolio management, and selection of other advisers.
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
OH
12/19/2013 - Present
J.p. Morgan Securities LLC (CLEVELAND OH)
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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