Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Loffredo is a financial advisor at J.p. Morgan Institutional Investments Inc., based in New York, NY. Stephen has been in the financial services industry since 2000. Before joining J.p. Morgan Institutional Investments Inc., Stephen held positions at JPMorgan Distribution Services, INC., HSBC SECURITIES (USA) INC. and Chase Futures & Options, INC. Stephen holds Series 3, Series 7, and Series 63 licenses and is registered to conduct business in all states.
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
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
10/01/2008 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
07/18/2005 - 09/03/2008
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
10/05/2001 - 08/28/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IL
06/08/2000 - 10/05/2001
CHASE FUTURES & OPTIONS, INC. (CHICAGO IL)
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 3 - National Commodity Futures Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Loffredo is the right advisor for you? Invested Better is here to help.
