Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Bastidas is a financial professional with over 10 years of experience in the industry. Rosa is currently registered with J.p. Morgan Securities LLC in Jersey City, NJ. Rosa has previously worked at CHASE INVESTMENT SERVICES CORP. in Jersey City, NJ. Rosa is a licensed Series 6, Series 63, and SIE representative. She is also registered with the state of Connecticut, New Jersey, and New York. Rosa specializes in providing financial services to a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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
NJ
10/01/2012 - Present
J.p. Morgan Securities LLC (JERSEY CITY NJ)
NJ
12/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JERSEY CITY NJ)
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rosa Bastidas is the right advisor for you? Invested Better is here to help.
