Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugo? Claim Your ProfileHugo Flores urbieta is a registered representative with J.p. Morgan Securities LLC. Hugo has been in the financial industry since 2024. Hugo has passed the SIE and Series 6TO exams and is currently licensed to provide investment advisory services to individuals and businesses. Hugo is affiliated with the branch office in Aptos, CA.
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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CA
06/13/2024 - Present
J.p. Morgan Securities LLC (APTOS CA)
BC
Issued 06/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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