Unclaimed
Sheena Discher is a financial advisor at J.P. Morgan Securities LLC. Sheena is a registered representative with the firm and has been in the industry since 2013. Sheena specializes in portfolio management for individuals and businesses. Sheena is also qualified to provide financial planning services.
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
PA
09/30/2022 - Present
J.p. Morgan Securities LLC (PHILADELPHIA PA)
PA
10/03/2013 - 06/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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