Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Chaney is a financial advisor registered in 53 states and 2 territories. Trisha is a registered representative of J.P. Morgan Securities LLC, a brokerage firm, and an investment advisor representative of J.P. Morgan Securities LLC, an investment advisory firm. Trisha has been working in the financial services industry since 2001. Trisha holds FINRA Series 7, 63, and 66 licenses, and the SIE exam. Trisha has been with J.P. Morgan Securities LLC since January 2023. Prior to that, Trisha worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, The Huntington Investment Company, PNC Investments, Edward Jones, Wells Fargo Advisors Financial Network, LLC and Fifth Third Securities, Inc.
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
01/24/2023 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
09/15/2021 - 01/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
05/12/2014 - 09/27/2021
THE HUNTINGTON INVESTMENT COMPANY (WORTHINGTON OH)
OH
08/20/2012 - 02/06/2014
PNC INVESTMENTS (COLUMBUS OH)
OH
03/22/2010 - 07/12/2012
EDWARD JONES (COLUMBUS OH)
OH
09/22/2009 - 03/08/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MASON OH)
OH
06/26/2008 - 09/25/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
07/17/2006 - 06/24/2008
EDWARD JONES (CINCINNATI OH)
OH
09/11/2000 - 07/07/2006
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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