Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Mora Olvera is a registered representative with J.p. Morgan Securities LLC, holding a Series 63, Series 6TO and SIE licenses. Kimberly's registration began on 12/13/2022 and is active. She is based in Salem, Oregon, and has been in the industry since 2022. Kimberly works with clients of all types and is committed to providing professional financial advice.
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
OR
12/13/2022 - Present
J.p. Morgan Securities LLC (SALEM OR)
BC
Issued 03/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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