Unclaimed
Maria Jose Salas beltran is a financial advisor who has been in the industry since 2017 and is currently registered with J.p. Morgan Securities LLC. Maria Jose has worked with Goldman Sachs & Co. LLC and J.p. Morgan Securities LLC in the past. Maria Jose is a licensed Securities Agent and holds Series 63, Series 53, Series 79TO, Series 52TO, SIE, Series 50, Series 52, and Series 79 licenses. Maria Jose specializes in financial planning, pension consulting, and selection of other advisors.
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
NY
05/10/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/18/2018 - 06/04/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
08/17/2015 - 05/17/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/13/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/17/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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