Unclaimed
Vivian Rentas is a financial advisor with J.P. Morgan Securities LLC. Vivian has been in the industry since May 17, 2010 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as 20 states. Vivian is a Series 6 and Series 63 licensed representative, and holds the SIE certification. Vivian has worked at Chase Investment Services Corp. and J.P. Morgan Securities LLC. Vivian is currently working at the Yorktown Heights, NY branch office of J.P. Morgan Securities LLC. Vivian specializes in providing investment advice to individuals, corporations, and high-net-worth individuals. Vivian can also provide financial planning and portfolio management services.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (YORKTOWN HEIGHTS NY)
NY
05/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (YORKTOWN HEIGHTS NY)
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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