Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaquelin? Claim Your ProfileJaquelin Urueta is a registered representative with J.P. Morgan Securities LLC, registered with FINRA and the state of California. Jaquelin has been in the securities industry since January 2021. Jaquelin holds the Series 63, Series 6TO, and SIE exams. Jaquelin specializes in providing financial planning, pension consulting, and portfolio management services to a range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
01/21/2021 - Present
J.p. Morgan Securities LLC (SUN VALLEY CA)
BC
Issued 02/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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