Unclaimed
Maria Delacruz is a financial advisor with J.p. Morgan Securities LLC in MARYSVILLE, WA. Maria has been in the financial services industry since 2010 and holds Series 6, SIE and Series 63 licenses. Maria has specialized in helping clients with individual, business, and retirement planning. Maria has worked previously at CHASE INVESTMENT SERVICES CORP.
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
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (MARYSVILLE WA)
WA
08/24/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARYSVILLE WA)
BC
Issued 09/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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