Unclaimed
Marco Carrasco is a financial advisor at J.P. Morgan Securities LLC, with more than 5 years of experience in the financial services industry. Marco is registered with the state of California as both a Registered Investment Advisor and Broker. Marco's firm, J.P. Morgan Securities LLC, has over $50 billion in assets under management and provides a wide range of financial services, including investment advisory, financial planning, and portfolio management. Marco is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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
03/06/2019 - Present
J.p. Morgan Securities LLC (BRENTWOOD CA)
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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