Unclaimed
Velda Alicia Grant-taylor is an active registered representative with J.p. Morgan Securities LLC and holds a Series 63, Series 6TO and SIE license. Velda has been in the securities industry since March 30, 2023. Velda is licensed in Connecticut, New Jersey, and New York. Velda is also registered with FINRA and has experience in the following areas: securities, investment company products/variable contracts, and securities industry essentials. J.p. Morgan Securities LLC is a large firm headquartered in New York, NY. The firm has over 1 million clients and manages over $249 billion in assets.
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
03/31/2023 - Present
J.p. Morgan Securities LLC (SECAUCUS NJ)
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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