Unclaimed
Melissa Cardenas is a financial advisor with J.P. Morgan Securities LLC. Melissa is licensed to provide financial advice in multiple states and has a strong track record of success in the industry. Melissa has experience working with individuals, high-net-worth individuals, corporations, and various other entities. Melissa's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. Melissa is committed to providing her clients with the highest level of service and expertise.
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
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CA
01/02/2025 - Present
J.p. Morgan Securities LLC (El Segundo CA)
BC
Issued 05/16/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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