Unclaimed
Loris Genao is a registered representative with J.p. Morgan Securities LLC. Loris has been in the securities industry since July 15, 2019. Loris is licensed to sell investment company products/variable contracts and is also licensed to sell securities in the state of Florida. Loris has passed the Series 6TO and SIE exams. Loris is located in the Plantation, Florida branch office of J.p. Morgan Securities LLC.
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
07/16/2019 - Present
J.p. Morgan Securities LLC (PLANTATION FL)
BC
Issued 07/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Loris Genao is the right advisor for you? Invested Better is here to help.