Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alastair? Claim Your ProfileAlastair Ipapo is a financial advisor with over 12 years of experience in the industry. Alastair is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in California. Prior to joining J.P. Morgan, Alastair was with First Republic Securities Company, LLC, Triad Advisors, Inc., H. Beck, Inc., and National Planning Corporation. Alastair holds a Series 7, Series 24, Series 52TO, Series 53 and Series 66 license.
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
05/28/2024 - Present
J.p. Morgan Securities LLC (New York NY)
CA
09/19/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
08/10/2015 - 08/16/2016
TRIAD ADVISORS, INC. (Westlake Village CA)
CA
04/22/2014 - 05/01/2015
H. BECK, INC. (LONG BEACH CA)
CA
04/25/2011 - 04/22/2014
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/22/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2011
Series 7 - General Securities Representative 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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