Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lionel? Claim Your ProfileLionel Jesus Morata crespo is a financial professional registered with J.p. Morgan Securities LLC in Coral Gables, Florida. Lionel has been in the industry since 2012. Lionel previously worked for PFS Investments Inc., Santander Securities LLC, Citigroup Global Markets Inc., PNC Investments, and Chase Investment Services Corp. in various locations across the United States. Lionel holds Series 6, Series 63, and SIE licenses and has a track record of serving clients in the financial services industry.
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
02/08/2023 - Present
J.p. Morgan Securities LLC (CORAL GABLES FL)
FL
03/23/2021 - 10/09/2021
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
09/09/2020 - 02/03/2021
PFS INVESTMENTS INC. (MIAMI LAKES FL)
NJ
07/11/2019 - 12/31/2019
PFS INVESTMENTS INC. (LODI NJ)
NJ
06/08/2018 - 02/27/2019
SANTANDER SECURITIES LLC (LIVINGSTON NJ)
NY
06/28/2017 - 05/30/2018
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
02/06/2014 - 12/08/2015
PNC INVESTMENTS (SECAUCUS NJ)
NY
10/01/2012 - 01/15/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
05/03/2007 - 07/21/2008
CHASE INVESTMENT SERVICES CORP. (VERONA NJ)
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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