Unclaimed
Alejandro Zamora is an investment advisor representative with J.p. Morgan Securities LLC. Alejandro is licensed to provide financial and investment advice in Texas and Wisconsin. Alejandro has over 17 years of experience in the financial services industry. Alejandro has experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Alejandro is also a board member for the Friends of the Milwaukee Public Library.
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
WI
10/01/2012 - Present
J.p. Morgan Securities LLC (OAK CREEK WI)
WI
07/26/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
IA
Issued 09/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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