Unclaimed
Alma Rey is a financial professional with over 20 years of experience in the financial services industry. Alma holds a Series 6, Series 63 and SIE licenses. Alma currently works at J.p. Morgan Securities LLC in EL PASO, TX. Alma previously worked at CHASE INVESTMENT SERVICES CORP. in EL PASO, TX from 2002 to 2012. Alma is registered in New Mexico, New York and Texas.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (EL PASO TX)
TX
08/02/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
BC
Issued 05/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alma Rey is the right advisor for you? Invested Better is here to help.