Unclaimed
Elvis Mogrovejo is a financial professional registered with J.p. Morgan Securities LLC and is licensed to provide investment advice in Connecticut, New Jersey, and New York. Elvis has passed the Securities Industry Essentials (SIE), Series 6TO and Series 63 exams. Elvis is a seasoned professional with experience in various financial specializations, including: Investment Company and Variable Products, Mutual Funds, ETFs, Annuities, Insurance and Retirement Planning. Elvis Mogrovejo has been active in the industry since 2022. J.p. Morgan Securities LLC is an established financial firm with over 1034072 accounts and over $249 billion in assets under management. The firm has an extensive client base, including individuals, corporations, and institutions.
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
CT
02/22/2022 - Present
J.p. Morgan Securities LLC (Wethersfield CT)
BC
Issued 03/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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