Unclaimed
Mariel Guzman rivera is a financial advisor with J.p. Morgan Securities LLC based in Denver, Colorado. Mariel has been in the industry since January 5, 2024 and has passed the Series 6TO and SIE exams. Mariel specializes in providing financial planning and portfolio management services to individuals and businesses.
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
CO
01/06/2024 - Present
J.p. Morgan Securities LLC (Denver CO)
BC
Issued 01/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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