Unclaimed
Natalia Lorena Paris is a financial professional with over 17 years of experience in the industry. Natalia has been registered with J.P. Morgan Securities LLC since 2012, and previously held positions with Chase Investment Services Corp. and Citigroup Global Markets Inc. Natalia has a wide range of experience in providing financial services to individuals and businesses. Natalia specializes in financial planning, pension consulting, and portfolio management. Natalia is registered in 20 states and the District of Columbia. Natalia 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
1
2
FL
10/12/2015 - Present
J.p. Morgan Securities LLC (PINECREST FL)
FL
09/28/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
05/29/2007 - 10/12/2009
CITIGROUP GLOBAL MARKETS INC. (SURFSIDE FL)
FL
06/09/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CORAL GABLES FL)
IA
Issued 11/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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