Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Herreres is a registered representative with J.p. Morgan Securities LLC in La Habra, California. Edward has a Series 63, Series 6TO, and SIE license. Edward is a specialist in Investments, Mutual Funds, Variable Annuities, Annuities, and Life Insurance. Edward has been in the financial industry for over 2 years. Edward has a current registration with the state of California and is approved by FINRA.
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
02/03/2023 - Present
J.p. Morgan Securities LLC (La Habra CA)
BC
Issued 04/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Edward Herreres is the right advisor for you? Invested Better is here to help.
