Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristel? Claim Your ProfileKristel Ballesteros is a financial advisor with J.P. Morgan Securities LLC. Kristel is located in Colorado Springs, CO and has been in the industry since December 17, 2003. Kristel holds the Series 6 and SIE licenses and is registered with FINRA. She has previously worked with Chase Investment Services Corp. and Banc One Securities Corporation.
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
CO
10/01/2012 - Present
J.p. Morgan Securities LLC (COLORADO SPRINGS CO)
CO
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLORADO SPRINGS CO)
IL
12/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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