Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonia? Claim Your ProfileSonia Ortiz claudio is a registered representative at J.P. Morgan Securities LLC. Sonia is a licensed agent in Texas. Sonia has passed the Series 63, Series 6TO, and SIE exams. Sonia has been in the industry since January 22, 2023 and has experience in various areas including financial planning, pension consulting, and portfolio management. Sonia specializes in providing investment advice to individuals, corporations, and charitable organizations.
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
TX
01/23/2023 - Present
J.p. Morgan Securities LLC (DALLAS TX)
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sonia Ortiz claudio is the right advisor for you? Invested Better is here to help.
