Unclaimed
Angie Katherine Rengifo is a financial advisor affiliated with J.p. Morgan Securities LLC. Angie is registered to provide investment advisory services in Florida. Angie has been in the industry for over a year and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Angie offers a wide range of investment advisory services, including financial planning, portfolio management, and selection of other advisors. Angie's current employment is with J.p. Morgan Securities LLC in Boca Raton, Florida.
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
02/17/2023 - Present
J.p. Morgan Securities LLC (Boca Raton FL)
BC
Issued 02/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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