Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos J. Cruz is a registered representative with J.p. Morgan Securities LLC, holding Series 63, 6TO, and SIE licenses. Carlos is registered with the state regulators of Connecticut, New Jersey, and New York. The advisor’s primary location is in New York, NY, with a branch office at 3940 BROADWAY, NEW YORK, NY, 10032. The advisor has been in the industry since February 4, 2024. Carlos offers a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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
02/05/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 02/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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