Unclaimed
Erin Denise Silveira is a financial professional with over 10 years of experience in the industry. Erin is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2012. Prior to that, Erin was registered with Chase Investment Services Corp. Erin is licensed to provide investment advice and services in the state of Florida. Erin holds the Series 6 and SIE licenses and specializes in providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, 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
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (ORLANDO FL)
FL
05/28/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORLANDO FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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