Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Morales is a financial professional with over 10 years of experience in the industry. Helena is currently registered with J.p. Morgan Securities LLC and has previously worked at CREDIT SUISSE SECURITIES (USA) LLC. Helena holds the Series 99 and SIE licenses. Helena is specializes in various areas including portfolio management for businesses and individuals, pension consulting 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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NJ
02/27/2024 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
05/02/2012 - 03/02/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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