Unclaimed
Eduardo Villagrana is a financial professional with over 8 years of experience in the financial services industry. Eduardo has been associated with J.P. Morgan Securities LLC since January 2016, currently serving as a Registered Representative in the firm's Oceanside, California branch office. Eduardo specializes in providing financial advice and services to individuals, businesses, and institutions. Prior to joining J.P. Morgan Securities LLC, Eduardo was associated with UnionBanc Investment Services, LLC, where he held a similar position. Eduardo is licensed and registered to provide investment advice and services in multiple states, including California, Texas, Arizona, Florida, Idaho, Maryland, Massachusetts, New Mexico, North Carolina, Ohio, Utah, and Virginia.
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
02/24/2022 - Present
J.p. Morgan Securities LLC (OCEANSIDE CA)
CA
02/18/2014 - 01/07/2016
UNIONBANC INVESTMENT SERVICES, LLC (CARLSBAD CA)
BOTH
Issued 09/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
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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