Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Morales toledano is a financial advisor with J.P. Morgan Securities LLC, a firm that manages over $50 billion in assets. Alan has been a registered advisor since September 2022 and holds Series 7TO, SIE and Series 66 licenses. Alan has experience in financial planning, pension consulting and selection of other advisors. Alan's previous work experience includes positions with JP Morgan Chase Bank, N.A., Amazon.com Services LLC, Village Super Market, Inc., Robert Half International Inc., Northstar Travel Group, CAG Morristown LLC, Rutgers, State University of NJ, AFLAC, Starbucks, Sigri BBQ, Newbridge Securities Corporation / Black River Wealth Management and Unemployed.
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
NJ
09/02/2022 - Present
J.p. Morgan Securities LLC (Summit NJ)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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