Unclaimed
Abraham Castaneda is a financial advisor at J.P. Morgan Securities LLC, a large firm with over $50 billion in assets under management. Abraham has been a financial advisor for over 10 years and is licensed to sell securities in several states. Abraham holds multiple licenses including Series 6, 7, and 63, along with the SIE exam. Prior to joining J.P. Morgan Securities LLC, Abraham was employed by Chase Investment Services Corp. Abraham provides financial planning services to individuals, businesses, and institutions. He is also licensed to provide investment advice.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
10/21/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELMHURST IL)
BC
Issued 10/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Abraham Castaneda is the right advisor for you? Invested Better is here to help.