Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Javier Lara serna is a financial advisor registered with J.P. Morgan Securities LLC in the state of Illinois. Lara serna has been active in the financial services industry since January 30, 2022. He is licensed to provide financial advice and products in both Illinois and Pennsylvania. Gerardo Javier Lara serna specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is also registered to sell investment company products and variable contracts, having passed both the Series 6TO and the SIE examinations.
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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IL
01/31/2022 - Present
J.p. Morgan Securities LLC (CAROL STREAM IL)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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