Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Serbedzija is a financial advisor at J.P. Morgan Securities LLC, based in Fox Lake, IL. Stephanie is registered with FINRA and has Series 63, Series 6TO, and SIE licenses. Stephanie has experience in providing financial planning and portfolio management for businesses and individuals. Stephanie specializes in providing financial advice for clients in the areas of insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.
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
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IL
03/04/2024 - Present
J.p. Morgan Securities LLC (FOX LAKE IL)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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