Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loreta? Claim Your ProfileLoreta Corean Spivey is a registered representative at J.p. Morgan Securities LLC. Loreta Spivey is active in the securities industry, having passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Loreta Spivey has been in the industry since 2024.
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
CA
08/27/2024 - Present
J.p. Morgan Securities LLC (MANTECA CA)
BC
Issued 08/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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