Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzana? Claim Your ProfileSuzana Kovatch is a financial advisor at J.P. Morgan Securities LLC. Suzana has been in the industry since 2009. Suzana is registered to provide investment advice in Indiana and Texas and is licensed to sell securities in all 50 states and the District of Columbia. Suzana has a broad range of experience working with individuals, families, businesses, and institutions. Suzana holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses and the SIE exam. Suzana is also a Chartered Financial Analyst.
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
IN
04/18/2023 - Present
J.p. Morgan Securities LLC (Indianapolis IN)
IN
06/21/2012 - 02/27/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (INDIANAPOLIS IN)
IN
07/08/2009 - 06/12/2012
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IA
Issued 05/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
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.
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MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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New York Stock Exchange
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