Unclaimed
Eddie Lozano Rivera is a financial advisor with J.p. Morgan Securities LLC, based out of Bellflower, CA. Eddie Lozano Rivera has been in the industry since August 10, 2015. Eddie Lozano Rivera is registered with FINRA as a General Securities Representative and is licensed to offer investment advisory services in California and Texas. Eddie Lozano Rivera has a strong background in the financial services industry, having previously worked for PFS Investments Inc. and JPMorgan Chase Bank, N.A. Eddie Lozano Rivera has also worked as a financial advisor for other institutions like Primerica Financial Services and J.P. Morgan Chase Securities, LLC. Eddie Lozano Rivera is a highly skilled financial advisor with a proven track record of success 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
CA
10/12/2021 - Present
J.p. Morgan Securities LLC (BELLFLOWER CA)
CA
08/11/2015 - 06/15/2017
PFS INVESTMENTS INC. (POMONA CA)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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