Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Regalado is a financial advisor with J.P. Morgan Securities LLC. Marvin is a registered representative in Florida and Texas, and is also an Investment Advisor Representative in Florida and Texas. Marvin has been in the securities industry since January 2, 2022, and previously worked at Equitable Advisors, LLC. Marvin holds the Series 66, Series 7TO and SIE exams and is a specialist in retirement planning, investment advisory services, and estate planning. Marvin is committed to helping his clients achieve 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
1
2
FL
09/25/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
11/06/2020 - 05/10/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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