Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Morales is a financial advisor with J.P. Morgan Securities LLC. Miriam has been in the industry for over 2 years and is registered in California. Miriam works with a range of clients including corporations, individuals, insurance companies, and charitable organizations. She specializes in financial planning and investment management. Miriam holds the Series 63, Series 7TO, and Series 6TO licenses. She is committed to providing personalized financial advice and helping her 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
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CA
12/20/2021 - Present
J.p. Morgan Securities LLC (BAKERSFIELD CA)
CA
11/03/2020 - 10/06/2021
WELLS FARGO CLEARING SERVICES, LLC (BAKERSFIELD CA)
BC
Issued 12/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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