Unclaimed
Anita Vega is a registered representative with J.P. Morgan Securities LLC and has been in the industry since January 16, 2007. Anita has a Series 6, Series 63, Series 99TO and SIE license. Anita is currently registered with J.P. Morgan Securities LLC in Plano, TX. Anita has prior registrations with J.P. Morgan Securities LLC in Mesa, AZ, Chase Investment Services Corp. in Mesa, AZ, and Banc One Securities Corporation in Chicago, IL. Anita specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit sharing plans, insurance companies, labor unions, and other investment advisors.
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
TX
03/04/2022 - Present
J.p. Morgan Securities LLC (Plano TX)
AZ
10/01/2012 - 03/24/2020
J.P. MORGAN SECURITIES LLC (MESA AZ)
AZ
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
IL
02/07/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anita Vega is the right advisor for you? Invested Better is here to help.