Unclaimed
Lilia Cabezas-johnson is a financial professional with over 20 years of experience in the industry. Lilia is currently registered with J.P. Morgan Securities LLC. Lilia has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Prior to joining J.P. Morgan Securities LLC, Lilia worked at Chase Investment Services Corp. and Fidelity Brokerage Services LLC. Lilia holds several securities licenses, including Series 4, 7, 9, 10, 24, 52, 53, 63, and 66. Lilia is also registered in the states of California and Ohio.
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
OH
09/14/2023 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
11/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
09/27/2000 - 11/16/2007
FIDELITY BROKERAGE SERVICES LLC (COLUMBUS OH)
BOTH
Issued 09/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2014
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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