Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma? Claim Your ProfileAlma Elena Maldonado mendez is a registered representative with J.P. Morgan Securities LLC. Alma is based in BAKERSFIELD, CA and has been in the financial services industry since November 2023. Alma has successfully passed the Series 63, Series 6TO and SIE exams. Alma specializes in providing investment advice and financial planning to individuals, high-net-worth individuals, corporations, and charitable organizations.
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
11/10/2023 - Present
J.p. Morgan Securities LLC (BAKERSFIELD CA)
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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