Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salisa? Claim Your ProfileSalisa Roberts is an active investment advisor representative with J.P. Morgan Securities LLC. Salisa has been in the securities industry since February 1999. Salisa is a Certified Financial Planner® and has a long history of experience in the financial services industry. Salisa is registered in a total of 53 states and is also a registered investment advisor in Texas and Washington. Salisa has a diverse range of experience with previous roles at firms such as Key Investment Services LLC and WAMU Investments, Inc. Prior to joining J.P. Morgan Securities LLC, Salisa was a financial advisor at Key Investment Services LLC for over ten years. Salisa is well-qualified to provide investment advice to a wide range of clients, including individuals, businesses, and institutions.
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
05/01/2019 - Present
J.p. Morgan Securities LLC (New York NY)
WA
11/17/2008 - 04/30/2019
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
CA
02/25/1999 - 11/25/2008
WAMU INVESTMENTS, INC. (SAN LUIS OBISPO CA)
IA
Issued 02/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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