Unclaimed
Rue Winkworth is a registered representative with J.p. Morgan Securities LLC. Rue has been in the industry since October 27, 2022 and specializes in a variety of financial products and services. Rue holds the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Rue can help with financial planning, pension consulting, 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
DE
10/28/2022 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 10/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2022
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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