Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Salvat is a financial advisor currently registered with J.P. Morgan Securities LLC. Beatriz is a registered representative in Texas and a registered investment advisor representative in Texas. Beatriz has been in the industry since June 2004. Beatriz previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Templeton/Franklin Investment Services, Inc., J. P. Morgan Invest, LLC, and Wells Fargo Investments, 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
TX
09/09/2022 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
02/02/2021 - 08/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UNIVERSAL CITY TX)
CA
02/27/2019 - 08/06/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
FL
01/11/2007 - 08/05/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/25/2005 - 08/05/2020
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (ST. PETERSBURG FL)
CA
08/14/2003 - 02/17/2004
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
MA
04/08/2003 - 08/04/2003
J. P. MORGAN INVEST, LLC (BOSTON MA)
CA
12/14/2001 - 10/31/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
Not sure Beatriz Salvat is the right advisor for you? Invested Better is here to help.
