Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Martins amorim is a registered representative with J.p. Morgan Securities LLC in Newark, DE. Alan has been in the industry since February 8, 2024. Alan holds the SIE and Series 99TO licenses. J.p. Morgan Securities LLC is a leading financial services firm providing investment advisory services to individuals, businesses, and institutions.
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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DE
02/08/2024 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 02/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 02/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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