Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe barros barreto? Claim Your ProfileFelipe barros barreto Aidar is a financial advisor at J.P. Morgan Securities LLC. Felipe has been in the industry since 2014 and is licensed to provide financial advice in New York. Felipe is a Series 63, SIE and Series 79 licensed financial advisor. Felipe specializes in providing financial advice for individuals, businesses, charitable organizations, insurance companies and labor unions. Felipe has a focus on providing financial planning services, pension consulting and selection of other advisors.
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
NY
02/03/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 12/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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