Unclaimed
Sydney Vaughn is an investment advisor representative with J.P. Morgan Securities LLC, based in New York, NY. Sydney is registered in 51 states and the District of Columbia. Sydney has been in the industry since October 2021 and is licensed to provide investment banking and securities-related services. Sydney has passed the SIE, Series 63, and Series 79TO exams.
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
NY
10/29/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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