Unclaimed
Susan Troia is a registered representative with J.P. Morgan Securities LLC. Susan has been in the securities industry since October 26, 2016, and has a Series 99 and SIE license. Susan is registered with FINRA and the firm J.P. Morgan Securities LLC is active in both the Broker-Dealer and Investment Advisor capacity.
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
NJ
10/27/2016 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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