Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gemma? Claim Your ProfileGemma Sanchez is a financial professional with over 20 years of experience in the industry. Gemma holds a Series 7, Series 6, and Series 66 license, and is registered in Florida and California. Gemma is affiliated with J.P. Morgan Securities LLC and has previously been affiliated with Chase Investment Services Corp., Wamu Investments, Inc., Quest Capital Strategies, Inc., WM Financial Services, Inc., Capital Brokerage Corporation, Forth Financial Securities, Corporation, The Lincoln National Life Insurance Company, and Lincoln Financial Advisors Corporation. Gemma has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, labor unions, insurance companies, and pension and profit-sharing plans.
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 (MIAMI FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
07/19/2000 - 05/02/2009
WAMU INVESTMENTS, INC. (MIAMI FL)
CA
05/24/2000 - 07/07/2000
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
11/04/1998 - 03/14/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
VA
12/01/1997 - 08/19/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
10/01/1996 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IN
08/27/1996 - 09/11/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/27/1996 - 09/11/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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