Unclaimed
Nicolas Morales is a registered representative with J.p. Morgan Securities LLC based in Covington, Louisiana. Nicolas has been in the industry since January 2023 and holds the Series 6TO and SIE licenses. Nicolas is currently registered with FINRA and the state of Louisiana. Nicolas specializes in Investment Company Products/Variable Contracts, Mutual Funds, Fixed Annuities, Variable Annuities, and Retirement planning. Nicolas's branch office location is at 70430 HWY 21, Covington, LA 70433.
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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2
LA
01/13/2023 - Present
J.p. Morgan Securities LLC (COVINGTON LA)
BC
Issued 01/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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