Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Alfonso Loera is a financial advisor at J.P. Morgan Securities LLC. Edgar has been in the industry since 2014. Edgar is licensed to provide financial services in California. Edgar is also licensed to provide investment products through Series 6 and Series 63 licenses. Edgar has a deep understanding of the investment markets and has a commitment to providing excellent client service. Edgar specializes in a wide range of financial services, including investment advice, financial planning, and retirement planning. Edgar has a strong track record of success and is dedicated to helping clients achieve their financial goals. Edgar is dedicated to building long-term relationships with clients and providing them with the personalized attention they deserve.
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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2
CA
07/30/2014 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
11/15/2013 - 05/28/2014
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BC
Issued 02/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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