Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Antonio Urena Jr. is a financial advisor with J.P. Morgan Securities LLC, located in Pasadena, CA. Felix has been in the industry since August 2002, and holds Series 66, SIE, and Series 7 licenses. Felix is registered with FINRA and has a history of working with various financial institutions, including CITIGROUP GLOBAL MARKETS INC., CITI PRIVATE ADVISORY, LLC, and CITICORP INVESTMENT SERVICES. Felix is also a board member of LA Waterkeeper, a non-profit organization dedicated to water conservation.
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
07/18/2023 - Present
J.p. Morgan Securities LLC (Pasadena CA)
CA
03/31/2017 - 06/26/2023
CITI PRIVATE ADVISORY, LLC (Los Angeles CA)
CA
05/29/2007 - 06/26/2023
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
06/09/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
NY
06/21/2002 - 05/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 07/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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