Unclaimed
Stephanie Konopisos is a financial professional with over 13 years of experience in the industry. Stephanie currently works with J.P. Morgan Securities LLC. Prior to her current role, Stephanie worked with First Republic Securities Company, LLC. Stephanie is registered in California and Nevada.
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
CA
09/29/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
06/22/2010 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
BC
Issued 02/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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