Unclaimed
Keo Buenpacifico is a financial professional with experience in the securities industry. Keo currently works at J.P. Morgan Securities LLC, where they have been registered since July 22, 2024. Prior to that, Keo worked at Citigroup Global Markets Inc. from September 27, 2018 until July 23, 2024. Keo holds the Series 63, SIE, and Series 79 licenses. Keo is currently registered to provide securities services in all 50 states, as well as Puerto Rico and the Virgin Islands.
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
07/22/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
09/27/2018 - 07/23/2024
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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