Unclaimed
Osvaldo Buenrostro is a registered representative with J.p. Morgan Securities LLC, having been registered with the firm since 2018. Osvaldo is licensed in California, Florida and Illinois. Osvaldo is a registered Investment Advisor Representative and holds Series 6 and Series 63 licenses as well as the SIE exam. Osvaldo is also licensed to provide services for clients who are investment companies, corporations or other businesses, charitable organizations, high-net-worth individuals, insurance companies, labor unions, individuals other than high-net-worth, and pension and profit-sharing plans.
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
IL
05/11/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 05/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Osvaldo Buenrostro is the right advisor for you? Invested Better is here to help.