Unclaimed
Marilena Cloribel Reyes-rodriguez is a financial professional with over 10 years of experience in the financial services industry. Marilena is currently registered with J.P. Morgan Securities LLC and holds Series 6, 63, and SIE licenses. Previously, Marilena worked with PRUCO Securities, LLC. in Howard Beach, New York. Marilena specializes in providing financial advice to individuals, businesses, corporations, and other entities. Marilena provides financial planning and investment management services to individuals and businesses, including 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
01/13/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/17/2012 - 10/31/2014
PRUCO SECURITIES, LLC. (HOWARD BEACH NY)
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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