Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serene? Claim Your ProfileSerene Worth Zegarelli has been a registered representative since 2001. Serene has worked for several firms including J.P. Morgan Institutional Investments Inc., J.P. Morgan Securities Inc. and NYLIFE SECURITIES LLC. Serene is currently registered with Nylife Distributors LLC and holds the Series 63 and SIE licenses. Serene has been in the industry since 2002 and is registered in New York.
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
07/29/2008 - Present
Nylife Distributors LLC (NEW YORK NY)
NY
09/21/2005 - 06/26/2008
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
OH
03/05/2003 - 04/02/2004
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
NY
06/15/2001 - 03/06/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/01/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/13/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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