Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristjan? Claim Your ProfileKristjan Preka is a registered representative with J.p. Morgan Securities LLC. Kristjan is licensed in both Florida and Texas as an Investment Advisor Representative and as a Broker/Dealer. Kristjan has been in the financial industry since 2018 and has experience with both WELLS FARGO CLEARING SERVICES, LLC and JPMorgan Chase Bank, N.A. Kristjan holds the Series 6, Series 7TO, and Series 66 licenses and has previously held the Series 63 license. Kristjan works with a variety of clients including individuals, businesses, and institutions. Kristjan offers a range of financial services including portfolio management, financial planning, and pension consulting.
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
FL
10/03/2022 - Present
J.p. Morgan Securities LLC (ST JOHNS FL)
FL
05/04/2018 - 06/19/2019
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 08/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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