Unclaimed
Erick Moises Santamaria is a registered representative with j.p. Morgan Securities LLC. Erick has been in the industry since September 2023. Erick is licensed in California and holds Series 63, SIE and Series 6TO licenses. Erick is located in LOS ANGELES, CA at the j.p. Morgan Securities LLC branch office located at 5600 Wilshire Blvd, LOS ANGELES, CA.
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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CA
09/29/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 12/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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