Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Snyder Vilaplana is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Carrie has been in the industry since 2001 and has a wide range of experience working with individual and institutional clients, including corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Carrie specializes in providing financial planning, portfolio management, and selection of other advisors services. Carrie is a member of CREW San Diego, a non-profit organization that supports commercial real estate professionals.
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
11/21/2022 - Present
J.p. Morgan Securities LLC (San Diego CA)
CA
11/14/2018 - 06/30/2021
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
01/03/2011 - 10/17/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
01/31/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
09/07/2004 - 01/19/2006
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NY
11/28/2001 - 02/24/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/05/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/27/2001
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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