Unclaimed
Jaritza Virginia Guevara osorio-leon is an active licensed securities agent, registered in multiple states, including New York, New Jersey, and Connecticut. Jaritza is also a registered representative with J.P. Morgan Securities LLC. Jaritza has been in the industry since 2019. Jaritza holds the SIE, Series 6TO, and Series 63 securities licenses and is qualified to offer financial planning, portfolio management for individuals and businesses, and pension consulting.
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
NY
10/04/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 11/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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