Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Cano martinez is a registered representative with J.p. Morgan Securities LLC, a firm that has offices in BARSTOW, CA. Julie is a Series 63, 6TO, and SIE licensed advisor. Julie has been in the industry for 1 year, since June 2021. Julie is a specialist in providing financial planning, pension consulting, and selection of other advisers.
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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CA
06/26/2021 - Present
J.p. Morgan Securities LLC (BARSTOW CA)
BC
Issued 05/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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