Unclaimed
Therese Quattro is a registered representative with J.P. Morgan Securities LLC in Columbus, OH. Therese has been in the industry since 2015 and holds the Series 99 and SIE licenses. Therese specializes in investments, and has been a registered representative with J.P. Morgan Securities LLC since 2020. Prior to that, Therese was located in New York.
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
OH
04/09/2020 - Present
J.p. Morgan Securities LLC (Columbus OH)
NY
10/08/2015 - 05/23/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Therese Quattro is the right advisor for you? Invested Better is here to help.