Unclaimed
Esther Aguilar is a financial advisor with over 11 years of experience in the financial services industry. Esther currently works for J.P. Morgan Securities LLC and has been with the firm since October 2012. Previously, Esther was employed with Chase Investment Services Corp. in SAN JUAN CAPISTRANO, CA. Esther holds the Series 6, SIE and Series 63 licenses and has a strong track record of success in helping her clients achieve their financial goals. Esther specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and other 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
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2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (SAN JUAN CAPISTRANO CA)
CA
05/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JUAN CAPISTRANO CA)
CA
11/17/2009 - 10/13/2011
CHASE INVESTMENT SERVICES CORP. (SAN JUAN CAPISTRANO CA)
BC
Issued 06/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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