Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irvin? Claim Your ProfileIrvin Villafan is a registered representative with J.p. Morgan Securities LLC. Irvin is based in HOLLYWOOD, CA and has been in the industry since 2022. Irvin holds the Series 63, Series 6TO and SIE licenses. Irvin has one approved registration in California. Irvin is affiliated with J.p. Morgan Securities LLC, which is a registered broker-dealer and investment advisor with over 262,000 clients and more than $249 billion in assets under management. Irvin specializes in working with individuals, businesses, corporations, high-net-worth individuals, insurance companies, pension and profit-sharing plans, and charitable organizations.
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
01/01/2023 - Present
J.p. Morgan Securities LLC (HOLLYWOOD CA)
BC
Issued 01/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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