Unclaimed
Liliana Davila is a registered representative of J.P. Morgan Securities LLC and holds the Series 63, Series 6TO, and SIE licenses. Liliana has been in the industry for over 2 years and specializes in helping clients with their financial planning, investment management, and pension consulting needs. Liliana is licensed in Michigan and has a branch office in Grand Rapids.
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
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MI
03/09/2023 - Present
J.p. Morgan Securities LLC (GRAND RAPIDS MI)
BC
Issued 05/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2023
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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