Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Colwell is a registered representative with J.P. Morgan Securities LLC in Union City, CA. Valerie has been in the industry since March 5, 2023. Valerie has passed the Series 63, Series 6TO, and SIE exams. She is registered in California and her firm is headquartered in New York, NY.
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
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CA
03/06/2023 - Present
J.p. Morgan Securities LLC (UNION CITY CA)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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