Unclaimed
Andrea Prince is a financial professional with J.P. Morgan Securities LLC. Andrea is licensed in California and has been in the industry since December 2018. Andrea is qualified to offer a wide range of investment products, including investment company products and variable contracts.
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
CA
12/07/2018 - Present
J.p. Morgan Securities LLC (SACRAMENTO CA)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Andrea Prince is the right advisor for you? Invested Better is here to help.