Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ariel? Claim Your ProfileAriel Alberto Valdes castellon is a financial advisor with J.P. Morgan Securities LLC, with a background in the financial industry dating back to May 20, 2020. Ariel is licensed to provide financial services in California and holds the Series 63, Series 6TO, and SIE exams. Ariel is based out of the Santa Ana, CA office of J.P. Morgan Securities LLC.
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
05/21/2020 - Present
J.p. Morgan Securities LLC (SANTA ANA CA)
BC
Issued 08/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ariel Valdes castellon is the right advisor for you? Invested Better is here to help.
