Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lanese is a financial professional with over 20 years of experience in the financial industry. Stephen is currently a registered representative of J.p. Morgan Securities LLC. Stephen has previously worked with firms such as Truist Securities, Inc., VRA Partners, LLC, and Oppenheimer & Co. Inc. Stephen is licensed in all 50 states. Stephen's current employment with J.p. Morgan Securities LLC began on 05/06/2024. J.p. Morgan Securities LLC is a broker-dealer that provides a wide range of investment services. Stephen has a strong background in investment banking and portfolio management and has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. Stephen is committed to providing his clients with personalized financial advice 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
GA
05/06/2024 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
07/18/2014 - 11/15/2023
TRUIST SECURITIES, INC. (ATLANTA GA)
GA
09/09/2011 - 06/30/2014
VRA PARTNERS, LLC (ATLANTA GA)
NY
08/14/2002 - 02/04/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/17/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/13/2002
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
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Miami International Securities Exchange, LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
N
New York Stock Exchange
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