Unclaimed
Kevin Estrada is a registered representative with J.P. Morgan Securities LLC. Kevin is active in the securities industry and has been working in the field since August 2023. Kevin has passed the Series 6TO and SIE exams. Kevin is currently located in the New York, NY office of J.P. Morgan Securities LLC. Kevin specializes in a range of financial services, including investment advisory and brokerage services.
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
NY
08/30/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kevin Estrada is the right advisor for you? Invested Better is here to help.