Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Perez is a financial advisor at J.P. Morgan Securities LLC in Peoria, Arizona. Naomi has a strong track record in the financial services industry, with experience providing financial advice to individuals, families, and businesses. Naomi holds the Series 63, Series 6TO, and SIE licenses and is registered with FINRA and the state of Arizona. Naomi specializes in providing a wide range of financial services, including financial planning, investment management, and retirement planning. Naomi is committed to providing personalized advice and helping her 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
AZ
01/04/2023 - Present
J.p. Morgan Securities LLC (PEORIA AZ)
AZ
04/11/2022 - 08/12/2022
J.P. MORGAN SECURITIES LLC (LAVEEN AZ)
BC
Issued 01/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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