Unclaimed
Sandra Rij is a financial advisor registered with J.p. Morgan Securities LLC since October 1, 2012. Prior to that, Sandra worked at Chase Investment Services Corp. from July 9, 2009, to October 1, 2012. Sandra is licensed in California, Florida, Nevada, New York, and Oregon. Sandra holds Series 6 and Series 63 licenses. Sandra has 13 years of experience in the financial services industry. Sandra specializes in providing financial advice to corporations, high-net-worth individuals, insurance companies, and charitable organizations. Sandra's experience and expertise make her a valuable resource for clients seeking financial advice and guidance.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
07/09/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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