Unclaimed
Alexis Garcia is a registered representative with J.p. Morgan Securities LLC. Alexis is licensed to provide investment advice and securities services in Illinois, Indiana, Iowa, Maryland, and Florida. Alexis has been in the industry since October 2017 and has a Series 6, Series 63, and SIE license. Alexis's experience, licenses, and specializations make her well-suited to assist a variety of clients with their financial needs.
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
IL
10/09/2017 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexis Garcia is the right advisor for you? Invested Better is here to help.