Unclaimed
Stephanie Reynoso is an investment professional with experience in the financial industry. Stephanie is registered with FINRA and has Series 6, Series 6TO, and SIE licenses. Stephanie currently works at J.p. Morgan Securities LLC, where she has been working since August 2024. She has previously worked at J.P. MORGAN SECURITIES LLC as well. Stephanie is registered to provide securities advice and investment advisory services in Connecticut, New Jersey, and 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.
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
NY
08/01/2024 - Present
J.p. Morgan Securities LLC (SCARSDALE NY)
NY
12/05/2017 - 03/11/2020
J.P. MORGAN SECURITIES LLC (BRONX NY)
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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