Unclaimed
Andrea Arevalo quintero is a financial advisor associated with J.P. Morgan Securities LLC. Andrea is registered with FINRA and holds the Series 63, Series 6TO and SIE licenses. Andrea has been in the industry since February 2022 and is currently registered with the state of California. Andrea specializes in providing financial planning, pension consulting, and selection of other advisors. Andrea works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Andrea is committed to providing clients with personalized financial advice and guidance to help them 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
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CA
02/07/2022 - Present
J.p. Morgan Securities LLC (Sebastopol CA)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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