Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel R. Fang is a financial advisor with over 12 years of experience in the industry. Currently, Raquel R. Fang is a registered representative of J.P. Morgan Securities LLC, working out of their San Diego, CA office. Prior to joining J.P. Morgan Securities LLC, Raquel R. Fang worked at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Chase Investment Services Corp. Raquel R. Fang has experience in securities and investment company products, and holds both Series 6 and Series 63 licenses. Raquel R. Fang specializes in working with individual investors, corporations, insurance companies, and charitable organizations.
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
CA
04/27/2016 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
05/16/2013 - 02/17/2016
BBVA SECURITIES INC. (SAN DIEGO CA)
CA
04/09/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN DIEGO CA)
CA
10/01/2012 - 03/01/2013
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
12/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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