Unclaimed
Victoria Rivera is a financial advisor with J.P. Morgan Securities LLC, located in Fresno, California. Victoria is registered with the state of California and has her Series 63, Series 6TO, and SIE licenses. Victoria’s career in the financial services industry began on September 24, 2023. She has experience in a wide range of financial products and services including investment company products, variable contracts, financial planning and portfolio management.
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
09/25/2023 - Present
J.p. Morgan Securities LLC (FRESNO CA)
BC
Issued 11/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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