Unclaimed
Elizabet Castellanos deras is a financial professional who has been active in the industry since July 22, 2024. She is currently registered with J.p. Morgan Securities LLC, a firm that is active in both the Broker-Dealer and Investment Advisor spaces. Elizabet holds the Series 6TO and SIE licenses. Her primary office location is in Houston, Texas. Elizabet has a variety of specializations, and is able to provide financial advice to a range of clients, including individuals, corporations, and charitable organizations.
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
TX
07/23/2024 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
BC
Issued 07/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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