Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Renzi is a financial advisor at J.P. Morgan Securities LLC with over 17 years of experience in the financial services industry. Stephen is registered with FINRA and the state of Indiana. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, and pension plans. He is committed to helping clients achieve their financial goals.
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
IN
10/01/2012 - Present
J.p. Morgan Securities LLC (BROWNSBURG IN)
IN
05/22/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROWNSBURG IN)
IN
03/01/2006 - 05/25/2006
METLIFE SECURITIES INC. (INDIANAPOLIS IN)
IN
03/01/2006 - 05/25/2006
METROPOLITAN LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
11/30/2005 - 12/21/2005
INVEST FINANCIAL CORPORATION (INDIANAPOLIS IN)
IN
08/17/2005 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
NY
10/22/2004 - 06/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephen Renzi is the right advisor for you? Invested Better is here to help.
