Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Ruiz is a financial professional with J.P. Morgan Securities LLC. Derek is registered with FINRA, and holds Series 63, Series 6TO and SIE licenses. Derek has been in the industry since February 2024, and has experience working with clients in Connecticut, New Jersey, and New York. The firm, J.P. Morgan Securities LLC, has over 262,000 clients with more than $249 billion in assets under management, and has a wide range of financial planning and investment management services available for clients. Derek specializes in areas including investment management, retirement planning, and wealth management.
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
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NY
02/23/2024 - Present
J.p. Morgan Securities LLC (CHESTNUT RIDGE NY)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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