Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Velez is an investment professional registered with J.P. Morgan Securities LLC. Nelson is based in Chicago, Illinois and joined J.P. Morgan Securities LLC on October 4, 2021. Nelson is licensed to sell securities in Georgia, Illinois, and Indiana. They hold Series 63, Series 6TO, and SIE licenses and specializes in investment strategies that include fixed income, equities, mutual funds, and variable annuities.
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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IL
10/04/2021 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 11/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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