Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Carlos Valerio is a registered representative with J.p. Morgan Securities LLC. Luis has been in the securities industry since September 30, 2019. Luis is licensed in Arkansas, California, and Texas. Luis is a Series 63, Series 6TO and SIE licensed representative. Luis is located in the Santa Barbara 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
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CA
10/01/2019 - Present
J.p. Morgan Securities LLC (SANTA BARBARA CA)
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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