Unclaimed
Veronica Aguirre garayzar is a financial professional with over 6 years of experience in the financial services industry. Veronica is currently registered with J.P. Morgan Securities LLC and has been with the firm since May 2017. Prior to joining J.P. Morgan Securities LLC, Veronica worked for Foresters Financial Services, Inc. from September 2016 to March 2017. Veronica holds the Series 6, Series 63, and SIE licenses and is registered in California, Florida, and Texas. Veronica specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Veronica is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.
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
05/25/2017 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
09/30/2016 - 03/22/2017
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BC
Issued 11/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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