Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Mercedes is an active advisor licensed to provide financial services in 13 states. Ricardo is registered with J.p. Morgan Securities LLC, which has a large range of advisory services and manages more than $50 billion in assets. Ricardo has experience working with large institutional clients including insurance companies, pension plans, and corporations. Ricardo is also active with individual clients including high net worth individuals. Prior to joining J.p. Morgan Securities LLC, Ricardo was with CHASE INVESTMENT SERVICES CORP. Ricardo has passed the Securities Industry Essentials Examination, Investment Company Products/Variable Contracts Representative Examination, and the Uniform Securities Agent State Law Examination.
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
NY
03/29/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/24/2009 - 10/06/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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