Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liza? Claim Your ProfileLiza Michelle Sepulveda ortiz is a registered representative associated with J.p. Morgan Securities LLC, and has been in the industry for over 1 year. Liza Michelle Sepulveda ortiz is licensed in Florida. Liza Michelle Sepulveda ortiz specializes in investment products for individuals, including investment companies, variable contracts, and securities. Liza Michelle Sepulveda ortiz has passed the SIE and Series 6TO exams, and is also registered with FINRA and the state of Florida.
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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FL
11/29/2021 - Present
J.p. Morgan Securities LLC (LONGWOOD FL)
BC
Issued 11/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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