Unclaimed
Kristian Pavlov is an active investment advisor representative with J.P. Morgan Securities LLC. Kristian has been in the industry since July 5, 2016. Kristian holds the Series 66, Series 7 and SIE exams. Kristian is currently registered in California and Texas. Kristian is also registered in Arkansas, California, Hawaii, Massachusetts, Nevada, New Mexico, and Texas. Kristian was previously employed by CUSO Financial Services, L.P. and Wells Fargo Bank NA.
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
10/25/2024 - Present
J.p. Morgan Securities LLC (SAN LEANDRO CA)
CA
07/05/2016 - 01/03/2024
CUSO FINANCIAL SERVICES, L.P. (FREMONT CA)
BOTH
Issued 07/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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