Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Castillo is a registered representative with J.P. Morgan Securities LLC, licensed to provide investment advice and services in Wisconsin. Alexa has been in the financial industry since May 23, 2024, and holds a Series 63, Series 6TO, and SIE license. Alexa specializes in providing investment advice and services to individuals, businesses, and charitable organizations.
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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2
WI
05/24/2024 - Present
J.p. Morgan Securities LLC (KENOSHA WI)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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