Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Samayoa is a registered representative of J.P. Morgan Securities LLC. Bill has been in the industry since 2019 and has held various roles, including at Wells Fargo Bank N.A. and Bank of America N.A. Bill holds the Series 63, 66, and 7 licenses as well as the SIE exam certification. Bill has a strong background in financial services and is committed to providing clients with personalized financial advice. Bill is also a registered investment advisor representative and is authorized to provide investment advisory services. Bill currently resides in Irvine, CA and has prior experience in Santa Ana, CA and Cypress, CA.
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
CA
12/13/2022 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
CA
10/01/2021 - 10/19/2022
WELLS FARGO CLEARING SERVICES, LLC (SANTA ANA CA)
CA
08/13/2019 - 12/21/2020
J.P. MORGAN SECURITIES LLC (CYPRESS CA)
BOTH
Issued 10/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials 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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