Unclaimed
Sam Curry is a financial advisor with J.p. Morgan Institutional Investments Inc. Sam is licensed to sell securities in the District of Columbia, Maryland, New York, North Carolina, Texas, and Virginia. Sam has been in the securities industry since March 1, 2020 and is registered with FINRA. Prior to joining J.p. Morgan Institutional Investments Inc., Sam worked at JPMorgan Distribution Services, INC. and Key Investment Services LLC. Sam has passed the Series 63, Series 7TO and the SIE exams.
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.
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.
1
2
NY
02/13/2024 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
07/30/2021 - 01/05/2024
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
08/09/2019 - 02/11/2021
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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