Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Estrada is a financial advisor with J.P. Morgan Securities LLC. Joseph has been working in the financial industry since 2009. Joseph has worked for Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and AXA Advisors, LLC. Joseph is licensed to provide financial advice in all states. Joseph specializes in providing financial advice to individuals, businesses, and retirement plans. Joseph is committed to providing personalized financial advice that meets the unique needs of each client.
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
CA
10/06/2023 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
AZ
01/03/2011 - 09/07/2011
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
03/24/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
AZ
03/09/2007 - 11/13/2008
AXA ADVISORS, LLC (TUCSON AZ)
AZ
09/29/2006 - 11/14/2006
AXA ADVISORS, LLC (TUCSON AZ)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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