Unclaimed
William Furey is a licensed representative at J.p. Morgan Securities LLC. William has been in the industry since June 22, 2017 and is registered with FINRA. William has passed the Securities Industry Essentials Examination and the Operations Professional Examination. J.p. Morgan Securities LLC is a firm with more than $50 billion in assets under management. The firm has offices in Brooklyn, NY and Jersey City, NJ. J.p. Morgan Securities LLC specializes in providing financial planning, pension consulting 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
06/22/2017 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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