Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julissa? Claim Your ProfileJulissa Mo mo is a financial advisor with J.P. Morgan Securities LLC. Julissa has been in the industry for several years and is licensed to offer investment advice in Connecticut, New Jersey, and New York. Julissa is a Series 63 and Series 6TO licensed holder and passed the SIE exam. Julissa specializes in financial planning and portfolio management for individuals and businesses.
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
NY
12/21/2022 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 02/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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