Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Lopez perez is a registered representative with J.p. Morgan Securities LLC. Beatriz is registered with the states of Connecticut, New Jersey, and New York. Beatriz has passed the Series 63, Series 6TO and SIE exams. J.p. Morgan Securities LLC is a large firm with over $50 billion in assets under management. The firm's main office is located in New York, New York.
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
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NJ
02/05/2024 - Present
J.p. Morgan Securities LLC (E. RUTHERFORD NJ)
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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