Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Lynn Beattie is a financial advisor with J.P. Morgan Institutional Investments Inc. in New York, NY. Samantha has been in the financial industry for over 10 years and holds the Series 7, Series 63, and SIE licenses. Samantha has a broad range of experience in the financial industry and is registered to provide financial advice in 53 states.
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.
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2
NY
12/18/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
12/22/2011 - 06/08/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/06/2009 - 10/28/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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