Unclaimed
Christian Alexis Rodriguez is a licensed financial professional with J.P. Morgan Securities LLC. Christian holds licenses Series 6, 63, and SIE and is registered to provide investment advice in Connecticut, New Jersey, and New York. Christian has been in the industry since December 16, 2021 and has specialized in a range of investment options including fixed income, mutual funds, variable annuities, and retirement planning.
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
NY
12/17/2021 - Present
J.p. Morgan Securities LLC (WOODHAVEN NY)
BC
Issued 01/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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