Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luigi? Claim Your ProfileLuigi Javier Louis gerard is an active advisor registered with the state of Maine, Massachusetts, New Hampshire, and Rhode Island. He is associated with J.p. Morgan Securities LLC and has over 2 years of experience in the industry. Luigi Javier Louis gerard offers financial planning, portfolio management services for individuals and businesses, and pension consulting.
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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MA
03/21/2024 - Present
J.p. Morgan Securities LLC (Somerville MA)
BC
Issued 04/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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