Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nigella? Claim Your ProfileNigella Lee Cruz is a financial advisor with J.P. Morgan Securities LLC, registered with FINRA and the states of District of Columbia, Maryland and Virginia. Nigella is licensed to provide financial advice and products within the scope of her Series 63, SIE, and Series 6TO exams. Her areas of expertise include investment company products and variable contracts, as well as financial planning, pension consulting, and selection of other advisors. She provides portfolio management services to both individuals and businesses. Nigella has been in the financial services industry since February 27, 2024.
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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DC
02/28/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
BC
Issued 03/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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