Unclaimed
Jenny Melany Quimbayo is a registered representative with J.p. Morgan Securities LLC and has been in the financial services industry since December 2014. Jenny has held previous roles at PNC Investments, HSBC Securities (USA) Inc. and Wells Fargo Advisors, LLC. Jenny has Series 6, Series 63, Series 65 and SIE licenses. Jenny specializes in providing financial planning services, pension consulting, selection of other advisers and portfolio management for businesses and individuals. Jenny is also a registered investment advisor in Florida and Texas. Jenny also works as an employee for JQ SOLUTIONS, a medical billing company.
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
FL
08/03/2023 - Present
J.p. Morgan Securities LLC (BOCA RATON FL)
FL
11/21/2018 - 11/05/2021
HSBC SECURITIES (USA) INC. (FORT LAUDERDALE FL)
FL
12/15/2014 - 11/01/2018
PNC INVESTMENTS (BOCA RATON FL)
FL
02/28/2014 - 11/19/2014
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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