Unclaimed
Gricely Estevez is a registered representative at J.P. Morgan Securities LLC. Gricely Estevez is licensed to sell securities in Connecticut, New Jersey and New York. Gricely Estevez has been in the securities industry since August 25, 2022. Gricely Estevez holds Series 6, 63, and SIE licenses.
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
NY
08/26/2022 - Present
J.p. Morgan Securities LLC (MIDDLETOWN NY)
BC
Issued 10/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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