Unclaimed
Kahlil Grier is a registered representative with J.P. Morgan Securities LLC, with a branch office located in Vacaville, CA. Kahlil has been in the industry since 2012 and holds the Series 6, SIE, and Series 63 licenses. Kahlil has been registered with J.P. Morgan Securities LLC since 2018. Prior to joining the firm, Kahlil was employed at WELLS FARGO CLEARING SERVICES, LLC.
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
CA
07/26/2018 - Present
J.p. Morgan Securities LLC (VACAVILLE CA)
CA
11/28/2012 - 06/26/2018
WELLS FARGO CLEARING SERVICES, LLC (GILROY CA)
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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