Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseline? Claim Your ProfileJoseline Sofia Velasco chicoj is a financial advisor with J.p. Morgan Securities LLC. Joseline holds Series 6, SIE and Series 63 licenses. Joseline has been working in the financial services industry since July 2018 and previously worked at WELLS FARGO CLEARING SERVICES, LLC. Joseline is registered in 8 states. J.p. Morgan Securities LLC provides financial planning, pension consulting and portfolio management services to a variety of clients including individuals, businesses, pension and profit sharing plans, insurance companies, corporations, charitable organizations and other investment advisors. The firm has over $249 billion in regulatory assets under management.
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
10/05/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
PA
07/03/2018 - 09/20/2022
WELLS FARGO CLEARING SERVICES, LLC (WAYNE PA)
BC
Issued 08/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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