Unclaimed
Victoria Tapia is a financial advisor registered with J.p. Morgan Securities LLC. She is licensed to provide investment advice and sell securities in the state of Illinois. Victoria has been in the financial industry for over 2 years. She holds the Series 63, Series 6TO, and SIE licenses. Victoria can assist clients with a variety of financial needs, including investment advice, 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
IL
02/07/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 03/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Victoria Tapia is the right advisor for you? Invested Better is here to help.