Unclaimed
Candice Rose Richmond is a registered representative with J.P. Morgan Securities LLC. Candice has been in the financial industry for over 2 years and is licensed to sell securities in 17 states. Candice has a Series 63, Series 79 and SIE license and is registered with FINRA. Candice specializes in financial planning, pension consulting, and portfolio management for businesses and 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
1
2
IL
11/16/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Candice Richmond is the right advisor for you? Invested Better is here to help.