Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wai lim Tong is an active representative registered with J.p. Morgan Securities LLC. William is currently located at 10 S Dearborn St in Chicago, IL. William has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). J.p. Morgan Securities LLC is a registered investment advisor with more than $50 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.
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
IL
09/09/2024 - Present
J.p. Morgan Securities LLC (Chicago IL)
BC
Issued 09/09/2024
Series 99TO - Operations Professional Examination
BC
Issued 08/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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