Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wellington? Claim Your ProfileWellington Cifuentes is a financial professional with over 15 years of experience in the industry. Wellington is currently a Registered Representative at J.P. Morgan Securities LLC, where they are registered in Illinois, Florida, New York, Texas and Minnesota. Previously, Wellington was registered with CHASE INVESTMENT SERVICES CORP. Wellington specializes in financial planning, portfolio management, pension consulting and selection of other advisers. They provide services to individuals, businesses, corporations, high net worth individuals, charitable organizations, insurance companies, labor unions, and pension and profit-sharing plans. Wellington is also licensed to sell a variety of investment products including investment company products, variable contracts and securities.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (SKOKIE IL)
IL
03/12/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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