Unclaimed
Eric Cordero is a financial advisor with J.P. Morgan Securities LLC. Eric has been in the securities industry since 2012 and has a Series 6, 63, and 6TO licenses. Eric is registered with FINRA and the state of California. Eric has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, and labor unions. Eric specializes in financial planning, portfolio management, and pension consulting.
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
03/01/2023 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
10/01/2012 - 03/11/2015
J.P. MORGAN SECURITIES LLC (CHULA VISTA CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHULA VISTA CA)
BC
Issued 03/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Cordero is the right advisor for you? Invested Better is here to help.