Unclaimed
Ana Cristina Freitas is a financial professional with over six years of experience in the industry. Ana Cristina holds the Series 99 and the SIE licenses and has been registered with J.P. Morgan Securities LLC since 2016. Ana Cristina currently works in the firm's New York City office. J.P. Morgan Securities LLC is a large financial firm with over $249 billion in assets under management. The firm provides various financial services to individuals, businesses, and institutions, 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
1
2
NY
08/01/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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