Unclaimed
Alexis Magdaleno is a registered representative at J.P. Morgan Securities LLC. Alexis is a licensed financial advisor who has been working in the financial services industry since December 2018. Alexis is a licensed representative of J.P. Morgan Securities LLC and offers various financial services including investment products, portfolio management, and financial planning. Alexis can assist clients with their financial goals, including retirement planning, college savings, and wealth management.
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
FL
12/11/2018 - Present
J.p. Morgan Securities LLC (BONITA SPRINGS FL)
BC
Issued 12/11/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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