Unclaimed
Giovanni Mendez is a financial advisor with J.p. Morgan Securities LLC. Giovanni has been in the financial industry for over 5 years and holds Series 6, 63, and SIE licenses. Giovanni is registered in Connecticut, New Jersey, and New York and specializes in financial planning, pension consulting, and selection of other advisors. Giovanni is also experienced in portfolio management for both individuals and businesses.
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
NJ
12/03/2018 - Present
J.p. Morgan Securities LLC (CLIFTON NJ)
BC
Issued 12/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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