Unclaimed
Oscar Jared De la rosa morales is a financial advisor currently registered with J.P. Morgan Securities LLC in Seattle, Washington. Oscar has been working in the financial industry since 2023, and holds Series 63, Series 6TO, and SIE licenses. Oscar previously worked at J.P. Morgan Securities LLC in Seattle. Oscar's registrations are currently active in Washington.
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
WA
07/18/2024 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
WA
03/24/2023 - 04/24/2024
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BC
Issued 04/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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