Search results for 800) 634-1318
1,798 results for "800) 634-1318"
Page 65 of 72
EFTA01533973.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01534071.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01534268.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01533086.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01533185.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01533284.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01533579.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01534169.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01534366.pdf
Financial
...Morgan Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Banker
Investment Specialist
Client Service Team
Client Service Team
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash and Short Term
Fixed Income
Options
Foreign Exchange Contracts
Other Assets
Portfolio Activity...
EFTA01527682.pdf
Financial
...www.MorganOnline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
JPMorgan Private Checking
Checking Account Summary
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
557,105.02
2,051,301.38
(40,000.00)
(2,303,332.04)
(78,009.14...
EFTA01545705.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 634-1318
JPMorgan Classic Business Checking
Checking Account Summary
Instances
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
2
68
10
80
Amount
94,037.36
200,000.00
(60,399.25)
(166,850.90)
$66,787.21
Average Daily Balance...
EFTA01556996.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
5
Page
2
Account
Page 1 of 6
Consolidated Statement Page 4
EFTA01557003
FINANCIAL TRUST COMPANY INC ACCT.
For the Period 4/1/13 to 4/30/13
Account...
EFTA01558876.pdf
Financial
...Morgan Private Bank Team
Mary Casey
Janet Young
William Doherty III
Online access
Banker
Client Service Team
Client Service Team
www.MorganOnline.com
(212) 464-0374
(800) 634-1318
Table of Contents
Account Summary
Holdings
Cash and Short Term
Portfolio Activity
4
7
Page
2
Account
Page 1 of 10...
EFTA01547716.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash & Fixed Income
Portfolio Activity
Page
2
4
5
8
Account
Page 1 of 11
Consolidated Statement Page 4
EFTA01547724
SOUTHERN TRUST COMPANY, INC ACCT.
For the Period 4/1/13 to 4/30...
EFTA01560165.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01560172
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 2/1/13 to 2/28...
EFTA01549249.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
Gina Magliocco
Online access
Banker
Investment Specialist
Client Service Team
Client Service Team
www.MorganOnline.com
For important information regarding your accounts refer to the rear of your
statement
212/464-0701
212/622-2770
800/634-1318
Table of Contents
Account...
EFTA01531075.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 634-1318
JPMorgan Private Checking
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
133,887.22
100,004.08
(112,581.29)
(9,388.73)
$111,921.28
*Annual Percentage Yield Earned is an annualized rate that...
EFTA01527584.pdf
Financial
...www.MorganOnline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
JPMorgan Private Checking
Checking Account Summary
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
258,959.72
2,545,026.10
(40,000.00)
(2,021,625.19)
(111,010.53...
EFTA01560194.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
5
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01560201
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 3/1/13 to 3/31...
EFTA01548310.pdf
Financial
...800/634-1318
Table of Contents
Account Summary
Portfolio Activity
Page
2
3
0000004405.15.0.15.00001.SOUTHAF.20140304
Page 1 of 12
EFTA01548312
SOUTHERN TRUST COMPANY, INC ACCT.
For the Period 2/1/14 to 2/28/14
Account Summary
Asset Allocation
Cash & Fixed Income
Market Value
Accruals...
EFTA01527914.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
JPMorgan Private Checking
Checking Account Summary
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
10,869,345.19
49,240.08
(93,849.64)
(2,573,750.97)
(7,262.68...
EFTA01559904.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01559911
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 5/1/12 to 5/31...
EFTA01559933.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01559940
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 6/1/12 to 6/30...
EFTA01560078.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01560085
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 11/1/12 to 11/30...
EFTA01559962.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01559969
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 7/1/12 to 7/31...
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