Unclaimed
Claudia Vega is a financial professional with J.p. Morgan Securities LLC and is registered with FINRA as a Series 6TO and SIE license holder. Claudia is based in MIAMI LAKES, FL and began working in the financial industry on January 20, 2023. Claudia has a strong background in financial services and is committed to providing her clients with personalized financial advice and guidance. Claudia specializes in a range of investment products and services and is dedicated to helping her clients achieve their financial goals.
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
FL
01/21/2023 - Present
J.p. Morgan Securities LLC (MIAMI LAKES FL)
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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