Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Rojo is a financial advisor with J.P. Morgan Securities LLC. Anthony has been in the industry since October 2008, having worked for previous firms like Chase Investment Services Corp. and Wells Fargo Investments, LLC. Anthony has a Series 7, Series 66, and SIE license. Anthony is registered with the Securities and Exchange Commission (SEC) and FINRA. Anthony has been a Registered Representative and Investment Adviser Representative for the past 11 years. Anthony is a registered representative in 24 states. Anthony's office is located at 98 W. PORTAL AVE in SAN FRANCISCO, CA.
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
09/25/2013 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
11/17/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWPORT BEACH CA)
CA
10/15/2008 - 11/10/2009
WELLS FARGO INVESTMENTS, LLC (COSTA MESA CA)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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