Unclaimed
Rudolph Deleon is a financial professional with over 4 years of experience in the industry. Rudolph is currently registered with J.p. Morgan Securities LLC in Patterson, NY. Previous roles include Citizens Securities, Inc. and NYLIFE Securities LLC. Rudolph is a Series 6 and Series 63 licensed professional.
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
08/30/2018 - Present
J.p. Morgan Securities LLC (PATTERSON NY)
NY
08/23/2017 - 08/01/2018
CITIZENS SECURITIES, INC. (VAILS GATE NY)
NY
03/22/2013 - 01/13/2017
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
BC
Issued 08/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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