Unclaimed
Venetia Lambrinos is a financial professional with experience in the financial services industry. Venetia is currently registered with J.p. Morgan Securities LLC, and has been with the firm since January 23, 2024. Previously, Venetia was employed with CITIGROUP GLOBAL MARKETS INC. from November 14, 2022 to November 7, 2023. Venetia holds the Series 63, SIE, and Series 79TO licenses. Venetia's professional designations include the SIE, Series 63 and Series 79TO licenses.
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
GA
01/23/2024 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
NY
11/14/2022 - 11/07/2023
CITIGROUP GLOBAL MARKETS INC. (New York NY)
BC
Issued 08/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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