Unclaimed
Verdi J. Disesa is a financial advisor with over 14 years of experience in the industry. Verdi is currently registered as a Registered Representative with J.P. Morgan Securities LLC, with branch offices in San Francisco, CA and New York, NY. Verdi has been with J.P. Morgan since April 2013. Prior to that, Verdi worked at Goldman, Sachs & Co. from August 2009 until February 2013. Verdi holds Series 66, 9, 10, 7 and SIE licenses. Verdi also serves as a director of the Tahoe Fund.
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
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2
CA
04/25/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
NY
08/24/2009 - 02/26/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 11/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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