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Anayeli Susana Vivar-cortes

J.p. Morgan Securities LLC

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About Anayeli Susana Vivar-cortes

Anayeli Susana Vivar-cortes is a registered representative with J.P. Morgan Securities LLC. Anayeli has been active in the financial industry since September 2022. Anayeli is licensed to provide financial advice and products in Arizona. Anayeli is a Series 63, SIE and Series 6TO licensed representative and has a Series 63, SIE and Series 6TO license. J.P. Morgan Securities LLC is a full-service investment firm that provides a wide range of financial products and services to individual and institutional clients. The firm has a long history of serving clients in a variety of financial markets, including stocks, bonds, mutual funds, and other investment products. J.P. Morgan Securities LLC is committed to providing its clients with the highest quality financial advice and investment services.

Firm Information

Anayeli Vivar-cortes is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Anayeli Vivar-cortes’s Registration & Firm History

AZ

09/14/2022 - Present

J.p. Morgan Securities LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anayeli Susana Vivar-cortes.
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