Unclaimed
Cristina Maria Saavedra velez has been an active financial professional since March 20, 2006. Cristina is currently employed by J.p. Morgan Securities LLC as a registered representative. Cristina is a licensed principal in Municipal Securities, Registered Options and General Securities. Prior to joining J.p. Morgan Securities LLC, Cristina worked for CHASE INVESTMENT SERVICES CORP., FIFTH THIRD SECURITIES, INC., and FIDELITY BROKERAGE SERVICES LLC. Cristina has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service and expertise.
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
06/25/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
OH
10/01/2012 - 06/09/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
03/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
09/18/2007 - 03/06/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
02/24/2006 - 09/12/2007
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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