Unclaimed
Alexis Pagel is a registered representative with J.p. Morgan Securities LLC. Alexis is a financial professional with a focus on investment banking. Alexis has been working in the securities industry since September 2018 and is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Alexis is also licensed to conduct investment advisory business in all 50 states.
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
IL
09/24/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 11/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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