Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly S. Chavez-laprade is a registered investment advisor representative with J.P. Morgan Securities LLC. Kelly S. Chavez-laprade has been in the industry for over 5 years, and has experience working with a variety of clients including individuals, corporations, and institutions. Kelly S. Chavez-laprade is registered with the state of New York and Texas, and has been with J.P. Morgan Securities LLC since May 2024.
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
05/22/2024 - Present
J.p. Morgan Securities LLC (Latham NY)
NY
06/16/2022 - 05/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARATOGA SPRINGS NY)
NY
09/30/2021 - 03/18/2022
CITIZENS SECURITIES, INC. (CLIFTON PARK NY)
NY
11/16/2020 - 09/10/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
BOTH
Issued 12/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials 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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