Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Cortez is a registered representative with J.p. Morgan Securities LLC in PACIFIC GROVE, CA. Cesar has been in the securities industry since 2018. Cesar has passed the Series 6, SIE and Series 63 exams. Prior to joining J.p. Morgan Securities LLC, Cesar was a registered representative with WELLS FARGO CLEARING SERVICES, LLC in SALINAS, 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
1
2
CA
07/24/2024 - Present
J.p. Morgan Securities LLC (PACIFIC GROVE CA)
CA
08/21/2018 - 07/17/2024
WELLS FARGO CLEARING SERVICES, LLC (SALINAS CA)
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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