Unclaimed
Cecilia Nunez is a financial advisor with over 20 years of experience in the industry. Cecilia is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Previously, Cecilia worked for Chase Investment Services Corp. and BANC One Securities Corporation. Cecilia holds Series 6, Series 63 and SIE licenses and specializes in financial planning, portfolio management, and selection of other advisors.
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
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (TUCSON AZ)
AZ
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
IL
07/29/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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