Unclaimed
Belinda Kouche is a registered representative with J.P. Morgan Securities LLC with over 20 years of experience in the financial services industry. Belinda has a strong track record of helping clients reach their financial goals, with a special focus on investments and financial planning. She has held licenses in multiple states and has worked with clients from various backgrounds and needs. Belinda has a deep understanding of the financial markets and is committed to providing personalized advice and guidance to her clients. Belinda has experience in all aspects of wealth management, including investment strategies, retirement planning, and estate planning. Belinda is committed to building long-term relationships with her clients and providing them with the highest level of service.
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
07/23/2020 - Present
J.p. Morgan Securities LLC (Newport Beach CA)
CA
09/07/2010 - 06/26/2018
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)
CA
06/05/2006 - 09/10/2010
WELLS FARGO INVESTMENTS, LLC (IRVINE CA)
CA
08/23/2001 - 01/10/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
07/25/2001 - 08/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
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
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