Unclaimed
Samuel Trommler is a financial advisor with J.P. Morgan Securities LLC. Samuel has been in the financial services industry since 2009 and holds the Series 6, Series 63 and SIE licenses. Samuel is registered with FINRA and has been registered with the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Michigan, Minnesota, New Hampshire, New Jersey, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Washington and Wisconsin. Samuel has previously worked with Chase Investment Services Corp. Samuel specializes in Fixed Annuities, Variable Annuities, Mutual Funds, Variable Life Insurance and Life Insurance.
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
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (SUN CITY AZ)
AZ
09/07/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUN CITY AZ)
BC
Issued 09/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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