Unclaimed
Cristhian Camilo Zerrate is a registered representative with J.P. Morgan Securities LLC. Cristhian is licensed in NJ and TX. Cristhian has been in the industry since February 2006. Cristhian has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ehrenkrantz King Nussbaum, Inc. Cristhian holds Series 7, 7TO, SIE and 63, 66 licenses and has earned 3 product exams and 2 state exams. Cristhian has a strong background in the financial services industry.
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
NJ
10/18/2024 - Present
J.p. Morgan Securities LLC (WOODLAND PARK NJ)
NY
08/18/2022 - 09/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/10/2006 - 05/22/2006
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
BOTH
Issued 09/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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