Unclaimed
Marc Monteys is a financial advisor with J.P. Morgan Securities LLC. Marc holds the Series 6TO, Series 7TO, and SIE licenses and has been active in the industry since June 2024. Marc is located at the J.P. Morgan Securities LLC office in VAN NUYS, CA.
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
CA
06/24/2024 - Present
J.p. Morgan Securities LLC (VAN NUYS CA)
BC
Issued 06/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Marc Monteys is the right advisor for you? Invested Better is here to help.