Unclaimed
Ana Sofia Toscano is a registered representative at J.P. Morgan Securities LLC, working from the New York, NY branch office. Ana Sofia has been in the industry since July 2024. Ana Sofia is registered to provide securities related services in the states of New York and Texas. Ana Sofia holds the Series 66 license.
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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NY
09/09/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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