Best Investors Account Sign in

Zelidhet Ocasio

J.P. Morgan Securities LLC

Garden City, NY

Fresh Meadows, NY

Mineola, NY

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-27
TX RA APPROVED 2023-03-23
  • NY RA
    APPROVED
    Since 2023-03-27
  • TX RA
    APPROVED
    Since 2023-03-23

Branch Locations

82 Seventh St Floor 3, Garden City, NY 11530 • United States

187-08 Horace Harding Expressway, Fresh Meadows, NY 11365 • United States

216 Old Country Rd, Floor 02, Mineola, NY 11501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Jericho NY 07/2015 04/2017
Jpmorgan Chase Bank, N.A. Lindenhurst NY 08/2018 03/2019
J.P. Morgan Securities Llc Lindenhurst NY 08/2018 03/2019
Unemployed Deer Park NY 05/2017 07/2018
Ubs Financial Services Inc. New York NY 03/2021 05/2021
J.P. Morgan Securities Llc Mineola NY 11/2022 Present
Jpmorgan Chase Bank, N.A. Mineola NY 11/2022 Present
Hicksville Public School District Hicksville NY 04/2019 10/2022
Morgan Stanley Jericho NY 07/2015 03/2017
  • 07/2015 → 04/2017
    Morgan Stanley
    Jericho, NY
  • 08/2018 → 03/2019
    Jpmorgan Chase Bank, N.A.
    Lindenhurst, NY
  • 08/2018 → 03/2019
    J.P. Morgan Securities Llc
    Lindenhurst, NY
  • 05/2017 → 07/2018
    Unemployed
    Deer Park, NY
  • 03/2021 → 05/2021
    Ubs Financial Services Inc.
    New York, NY
  • 11/2022 → Present
    J.P. Morgan Securities Llc
    Mineola, NY
  • 11/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Mineola, NY
  • 04/2019 → 10/2022
    Hicksville Public School District
    Hicksville, NY
  • 07/2015 → 03/2017
    Morgan Stanley
    Jericho, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-20
S63 Uniform Securities Agent State Law Examination 2014-11-22
  • S66 Uniform Combined State Law Examination
    2023-03-20
  • S63 Uniform Securities Agent State Law Examination
    2014-11-22
Other Names
  • Zeli Ocasio
  • Zelidhet Serrano
  • Zeli Ocasio
  • Zelidhet Ocasio

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

More in Garden City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor