Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Cruz is a financial advisor with J.P. Morgan Securities LLC. Wilfredo has been in the industry for over 20 years. Wilfredo is registered to offer securities and investment advice in Connecticut, New Jersey, and New York. The advisor specializes in offering financial planning, pension consulting and portfolio management services.
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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2
NY
03/19/2024 - Present
J.p. Morgan Securities LLC (CENTEREACH NY)
MA
02/13/2003 - 04/03/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/13/2003 - 04/03/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/20/2001 - 09/19/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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