Unclaimed
Tovah Truini is a financial advisor with over 11 years of experience in the industry. Tovah is currently registered with J.p. Morgan Institutional Investments Inc. and is licensed to conduct business in 53 states and jurisdictions. Prior to joining J.p. Morgan Institutional Investments Inc. in 2024, Tovah was with Nationwide Investment Services Corporation.
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.
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.
1
2
OH
07/11/2024 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
08/02/2013 - 07/09/2024
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 03/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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