Unclaimed
Alexander Kanegai is a financial advisor associated with J.P. Morgan Securities LLC. Alexander has been in the financial services industry since 2014. Alexander has Series 6, 7, 63, and 66 licenses. Alexander has been registered with the state of California since 2016. Alexander's previous experience includes time at WELLS FARGO ADVISORS, LLC and METLIFE SECURITIES INC.
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
CA
05/24/2016 - Present
J.p. Morgan Securities LLC (CARLSBAD CA)
CA
10/03/2014 - 03/29/2016
WELLS FARGO ADVISORS, LLC (EL CAJON CA)
CA
12/14/2007 - 03/17/2008
METLIFE SECURITIES INC. (SAN DIEGO CA)
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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