Unclaimed
Ivan Andujar is a financial advisor in Plano, TX and has been working in the industry since October 30, 2020. Ivan is registered with J.P. Morgan Securities LLC and is also an Investment Advisor Representative. Ivan has experience in both the brokerage and advisory sides of the business, working with individuals, high-net-worth individuals, corporations, and other businesses. Ivan is also a volleyball referee and works with USA Volleyball. Ivan is active in both the Broker-Dealer and Investment Advisor side of the business in all states except for Wyoming.
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
TX
11/21/2022 - Present
J.p. Morgan Securities LLC (Plano TX)
CO
03/08/2022 - 08/19/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
05/26/2020 - 11/27/2021
J.P. MORGAN SECURITIES LLC (RICHARDSON TX)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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