Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geena? Claim Your ProfileGeena Valdez is a registered representative with J.P. Morgan Securities LLC. Geena has been in the industry for over 100 days. She is licensed to offer securities products in Colorado. Geena is proficient in Investment Company Products/Variable Contracts, Securities Industry Essentials and has earned the Series 6TO and SIE licenses. Geena's office is located in Lakewood, Colorado.
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
CO
04/05/2024 - Present
J.p. Morgan Securities LLC (LAKEWOOD CO)
BC
Issued 04/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Geena Valdez is the right advisor for you? Invested Better is here to help.
