Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Akselrad is an investment advisor representative with J.p. Morgan Securities LLC and has been in the industry since 1989. Sergio is registered in 53 states and holds multiple licenses, including Series 3, 7, 63, 65 and 66. Sergio has extensive experience in portfolio management and has worked with a wide range of clients, including individuals, corporations, and institutions. Prior to joining J.p. Morgan Securities LLC, Sergio was an investment advisor representative at Goldman Sachs & Co. LLC. Sergio specializes in financial planning, pension consulting, and selection of other advisors.
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
FL
07/19/2018 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
11/14/1990 - 07/17/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
MD
06/20/1989 - 06/20/1990
BT SECURITIES CORPORATION (BALTIMORE MD)
BOTH
Issued 07/19/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1991
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sergio Akselrad is the right advisor for you? Invested Better is here to help.
