Unclaimed
Raul Grullon is a financial advisor who has been in the industry since 2012. Raul is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 1, 2012. Raul is also registered with the state of New York and is licensed to sell securities in 10 states. Prior to joining J.P. Morgan Securities LLC, Raul was employed by CHASE INVESTMENT SERVICES CORP. from February 13, 2012, to October 1, 2012. Raul's specializations include Fixed Income, Mutual Funds, Variable Annuities, Life Insurance and Annuities and Retirement Planning.
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
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (BRONX NY)
NY
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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