Unclaimed
Ruban Pereira is a registered representative with J.P. Morgan Securities LLC, holding Series 63, 6TO and SIE licenses. Ruban has been in the industry since January 4, 2023, specializing in various financial products and services. Ruban is currently registered with the state of California. Ruban works out of the J.P. Morgan Securities LLC office in San Jose, California, providing financial advice and services to individuals and businesses.
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
CA
01/04/2023 - Present
J.p. Morgan Securities LLC (San Jose CA)
BC
Issued 01/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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