Unclaimed
Debra Fierro is a financial advisor with J.p. Morgan Investment Management Inc. based in New York, NY. Debra has been working in the industry since 1999 and has a strong background in financial services. Debra holds Series 3, 7, 63 and 65 licenses. Debra’s previous roles include positions with J.P. MORGAN SECURITIES LLC and GOLDMAN, SACHS & CO.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/28/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
06/03/2010 - 10/13/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/20/1999 - 11/06/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
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