Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loreliz? Claim Your ProfileLoreliz De leon is an investment professional registered in Connecticut, New Jersey, New York, and Pennsylvania. She has been in the industry since August 2022 and is currently employed by J.P. Morgan Securities LLC, where she has specialized in providing financial planning services. Loreliz holds the Series 63, Series 6TO, and SIE licenses, demonstrating her commitment to professional development and expertise in financial markets.
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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2
NY
08/18/2022 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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