Unclaimed
Stella Larsen is a financial advisor with J.p. Morgan Securities LLC. Stella has been in the industry since 2003 and holds the Series 66, SIE and Series 7 licenses. Stella is also registered in multiple states as an Investment Advisor Representative. Stella has previously been employed with Northern Trust Securities, Inc. in San Diego and Chicago. Stella Larsen is also a principal in Villa Palma, LLC which owns and operates three apartment buildings located in San Diego, California.
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
08/18/2023 - Present
J.p. Morgan Securities LLC (San Diego CA)
CA
09/01/2006 - 02/27/2018
NORTHERN TRUST SECURITIES, INC. (SAN DIEGO CA)
IL
04/02/2003 - 08/11/2005
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2003
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
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