Unclaimed
Sandra David-siller is a financial advisor with over 39 years of experience in the industry. Sandra currently works at J.p. Morgan Securities LLC. Sandra is licensed to provide investment advice in a variety of states, including Florida, Louisiana, New York, North Carolina, Ohio and Texas.
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
FL
08/01/2014 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 08/05/2014
MORGAN STANLEY (AVENTURA FL)
FL
06/17/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)
NY
01/03/2003 - 01/07/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/26/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
08/30/2002 - 10/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/27/2001 - 09/05/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
09/30/1999 - 05/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/18/1996 - 07/09/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/15/1994 - 06/13/1996
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/12/1987 - 11/07/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/08/1982 - 10/14/1986
SPENCER, SWAIN & CO., INC.
NA
12/11/1981 - 07/29/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 07/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/25/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities 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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