Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucia? Claim Your ProfileLucia Santos is a registered representative with J.p. Morgan Securities LLC, a firm that provides investment advisory services. Lucia Santos has been in the industry for 298 days and has passed the Securities Industry Essentials (SIE), Uniform Securities Agent State Law Examination (Series 63), and Investment Banking Registered Representative Examination (Series 79TO). Lucia Santos is registered in New York and is active with a Branch Office located in NEW YORK, NY.
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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NY
10/16/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 10/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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