Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldine? Claim Your ProfileGeraldine Rodriguez is a registered representative with J.p. Morgan Securities LLC. Geraldine has been in the industry since June 21, 2023, and holds the Series 63, Series 6TO and SIE licenses. Geraldine is registered in Maine, Massachusetts, New Hampshire and Rhode Island. J.p. Morgan Securities LLC is a leading financial services firm that provides a wide range of financial products and services to individuals, corporations and institutions. The firm has a long history of providing investment advice and wealth management services. Geraldine's specialization includes financial planning, pension consulting and selection of other advisers.
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
MA
06/22/2023 - Present
J.p. Morgan Securities LLC (Lynn MA)
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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