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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Felipe Villegas mejia is a financial advisor who is registered with J.p. Morgan Securities LLC. Alan has been in the industry for over 2 years. Alan has passed the Series 6TO and the SIE exams and specializes in financial planning, portfolio management for individuals, and pension consulting. Alan has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals.
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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08/31/2024 - Present
J.p. Morgan Securities LLC (PORTLAND OR)
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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