Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Whittaker is a registered representative with J.p. Morgan Securities LLC, based in Brighton, Michigan. Steven has been in the industry since 2001 and has a strong track record of success. Steven is licensed to sell securities in Michigan and is currently registered with FINRA. Steven has a diverse range of experience and is knowledgeable in various financial products and services. Steven specializes in providing financial guidance and investment solutions for individuals and businesses.
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
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2
MI
11/30/2018 - Present
J.p. Morgan Securities LLC (BRIGHTON MI)
MI
07/06/2005 - 02/01/2007
CHASE INVESTMENT SERVICES CORP. (ANN ARBOR MI)
IL
07/28/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
03/12/2001 - 07/22/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 01/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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