Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Huerta is a registered representative with J.p. Morgan Securities LLC. Adrian has been in the financial services industry since 2000 and has a Series 7, Series 63, Series 86 and Series 87 license. Adrian has experience working at J.P. MORGAN SECURITIES INC. Prior to joining J.p. Morgan Securities LLC, Adrian was also registered with J.P. MORGAN SECURITIES INC. Adrian specializes in providing financial advice to individuals, businesses, pension plans, high net worth individuals, insurance companies, and charitable organizations.
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
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/17/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/02/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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