Unclaimed
Jose Alejandro Rosales carbajal is a registered representative with J.P. Morgan Securities LLC. Jose Alejandro Rosales carbajal is active in Wisconsin and has been in the industry since November 16, 2023. Jose Alejandro Rosales carbajal specializes in a variety of products and services including but not limited to: investment company products/variable contracts, securities industry essentials, and financial planning.
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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2
WI
11/17/2023 - Present
J.p. Morgan Securities LLC (MILWAUKEE WI)
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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