Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adan? Claim Your ProfileAdan Ariel Cruz is a financial advisor with J.P. Morgan Securities LLC. Adan is a licensed and registered professional with expertise in Investment Company Products/Variable Contracts, and Securities Industry Essentials. Adan has been in the industry since 2016 and has a Series 6 and Series 63 license. Adan is registered in Florida, Illinois and New York. J.P. Morgan Securities LLC is a well-established firm that provides a range of financial services, including portfolio management, financial planning, and pension consulting.
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
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2
IL
05/27/2021 - Present
J.p. Morgan Securities LLC (PARK RIDGE IL)
IL
02/08/2016 - 09/25/2019
J.P. MORGAN SECURITIES LLC (MT. PROSPECT IL)
BC
Issued 03/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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