Unclaimed
Josefine Jennifer Hoetzel is a financial professional licensed in Michigan and Minnesota. Josefine is associated with J.P. Morgan Securities LLC and has been in the industry since November 2021. Josefine is a Series 63, Series 6TO, and SIE licensed representative with experience in offering a range of services.
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
MI
11/16/2021 - Present
J.p. Morgan Securities LLC (EAST GRAND RAPIDS MI)
BC
Issued 12/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Josefine Hoetzel is the right advisor for you? Invested Better is here to help.