Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Zajac is a financial advisor with J.p. Morgan Securities LLC. Stephen has been in the industry since 2003 and joined J.P. Morgan Securities Inc. in 2004. Stephen has a wide range of experience in the financial industry, including investment banking, securities, and investment advisory services. Stephen is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Stephen specializes in providing financial advice to a variety of clients, including individuals, corporations, and institutions. Stephen is committed to providing his clients with personalized service and helping them 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
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (Melville NY)
NY
10/04/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MELVILLE NY)
NY
07/02/2002 - 08/19/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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
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