Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genesis? Claim Your ProfileGenesis Baez is an investment professional with a background in securities. She is registered in Connecticut, New Jersey, and New York. Genesis has experience with variable contracts and investment company products. Genesis's current firm, J.P. Morgan Securities LLC, is a large financial institution that provides a wide range of services, including investment management and financial planning.
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
NY
02/24/2021 - Present
J.p. Morgan Securities LLC (BRONX NY)
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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