Unclaimed
Tony Haeusssler is a financial professional with over 30 years of experience in the industry. Tony is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2012. Prior to joining J.P. Morgan, Tony worked with Chase Investment Services Corp. and Countrywide Investment Services, Inc. Tony's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
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
IL
06/11/2014 - Present
J.p. Morgan Securities LLC (DOWNERS GROVE IL)
IL
02/13/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/23/2004 - 11/16/2005
COUNTRYWIDE INVESTMENT SERVICES, INC. (ORLAND PARK IL)
WI
01/31/2001 - 08/11/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NE
06/18/1998 - 06/09/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
04/15/2000 - 05/18/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
04/06/1993 - 04/15/2000
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
NE
08/22/1994 - 04/30/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NA
01/10/1985 - 01/06/1986
E. F. HUTTON & COMPANY INC
NA
09/25/1984 - 01/11/1985
PAINEWEBBER INCORPORATED
NA
05/17/1984 - 09/17/1984
WADDELL & REED, INC.
IA
Issued 10/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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
Not sure Tony Haeussler is the right advisor for you? Invested Better is here to help.