Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Stiemsma is a financial advisor with J.P. Morgan Securities LLC in Chico, California. Alexis has been in the financial industry for over 5 years. Alexis is registered with the state of California and Texas and holds Series 7TO, Series 66, and SIE licenses. Alexis has experience working with individuals, high net worth individuals, corporations, and charitable organizations. Alexis is also a licensed investment advisor representative with the firm. Alexis is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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
01/23/2025 - Present
J.p. Morgan Securities LLC (CHICO CA)
CA
08/08/2023 - 04/16/2024
J.P. MORGAN SECURITIES LLC (CHICO CA)
CA
02/18/2022 - 08/10/2023
SECURITIES AMERICA, INC. (CHICO CA)
BOTH
Issued 04/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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