Unclaimed
Mery Liceth Franco cifuentes is a financial advisor with J.P. Morgan Securities LLC, currently located in Oklahoma City, Oklahoma. Mery has been in the financial industry since 2010 and has been with J.P. Morgan Securities LLC since 2012. Mery is a registered representative with FINRA and holds Series 6 and Series 63 licenses, as well as the SIE exam. Prior to joining J.P. Morgan Securities LLC, Mery was employed by CHASE INVESTMENT SERVICES CORP. in Oklahoma City. Mery specializes in working with individuals, corporations and other businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and insurance companies. Mery is committed to providing personalized financial advice to help clients reach 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
OK
10/01/2012 - Present
J.p. Morgan Securities LLC (OKLAHOMA CITY OK)
OK
01/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
BC
Issued 12/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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