Unclaimed
Amanda Kimoto is a registered representative with J.P. Morgan Securities LLC, a firm that has been in business since 1998. Amanda has been in the securities industry since January 2009, and has held previous positions at Chase Investment Services Corp. and Wells Fargo Investments, LLC. Amanda is registered in 53 states and holds Series 66, Series 7 and SIE licenses. She also has specializations in 1, 2, 4, 5 and 6. Amanda specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.
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
CA
03/30/2015 - Present
J.p. Morgan Securities LLC (ROLLING HILLS CA)
CA
05/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
CA
12/22/2008 - 04/20/2010
WELLS FARGO INVESTMENTS, LLC (LAGUNA BEACH CA)
BOTH
Issued 05/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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