Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Xavier Zamora is a financial advisor with J.p. Morgan Securities LLC. Allan Zamora is registered with FINRA and holds the Series 6, SIE and Series 63 licenses. Allan Zamora has been in the industry since June 30, 2016. J.p. Morgan Securities LLC is a registered investment advisor with the SEC and is headquartered in New York, NY. J.p. Morgan Securities LLC manages over $249 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, and institutions. J.p. Morgan Securities LLC provides a variety of investment advisory services, including financial planning, portfolio management, and pension consulting.
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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CA
07/01/2016 - Present
J.p. Morgan Securities LLC (BAKERSFIELD CA)
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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