Denise Dragonetti, financial advisor Great Neck NY

Denise Dragonetti

CRD Number: 1952041
Current Firm: J.p. Morgan Securities LLC

Denise Dragonetti (CRD# 1952041) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Great Neck, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Great Neck, NY Oct 2012 - Current 11
D&d Vending Machine Inc. East Meadow, NY Sep 2008 - Jul 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Denise Dragonetti
Phone Number: 800-999-2000
Registered State(s):
  • CT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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