Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Montemurro is a registered investment advisor with over 20 years of experience in the financial services industry. He is currently associated with J.p. Morgan Securities LLC and has held previous positions at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, Chase Investment Services Corp., and AXA Advisors, LLC. Thomas Montemurro holds the Series 6, 7, 63 and 65 securities licenses and has a broad range of experience in providing financial advice to individuals, families, 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
1
2
NJ
01/03/2018 - Present
J.p. Morgan Securities LLC (VERONA NJ)
NJ
10/23/2014 - 12/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUCCASUNNA NJ)
NJ
11/10/2010 - 10/14/2014
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
05/12/2008 - 11/02/2010
CHASE INVESTMENT SERVICES CORP. (LAKE HIAWATHA NJ)
NJ
05/15/2001 - 05/08/2008
AXA ADVISORS, LLC (EDISON NJ)
IA
Issued 07/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2001
Series 6 - Investment Company Products/Variable Contracts 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.
M
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
N
New York Stock Exchange
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