Unclaimed
Anabela Puyana vasquez is a financial professional with a strong background in the financial services industry. Anabela currently works at J.P. Morgan Securities LLC, where she provides financial advice and services to a wide range of clients. Anabela has a broad range of licenses and registrations, including Series 7, Series 63 and Series 66, which enable her to provide comprehensive financial solutions. Anabela's experience includes working at Northwestern Mutual Investment Services, LLC and Ronald Via, demonstrating her dedication to helping clients achieve their financial goals.
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
FL
11/12/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
05/23/2022 - 07/17/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIAMI FL)
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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