Unclaimed
Sofia Aceto is a registered representative with J.p. Morgan Institutional Investments Inc. Sofia has been in the industry since 2021 and holds FINRA Series 7, 63 and 66 licenses as well as the SIE exam. Sofia is registered to sell securities in 13 states. Sofia's prior experience was with JPMorgan Distribution Services, Inc. in Columbus, Ohio.
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.
1
2
IL
04/17/2023 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
OH
06/08/2021 - 04/04/2023
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 06/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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