Unclaimed
Bella Avanie Vasquez is a financial professional with experience in the securities industry. Bella is registered with J.p. Morgan Securities LLC in New York and is licensed to sell securities in Connecticut, New Jersey and New York. Bella holds the Series 63, 6TO and SIE licenses. Bella has a focus on securities products, variable contracts, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
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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2
NY
02/14/2023 - Present
J.p. Morgan Securities LLC (BRONX NY)
BC
Issued 04/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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