Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xcyl ruiz? Claim Your ProfileXcyl ruiz Lorenzo is a financial advisor who holds Series 6, 63, and SIE licenses. Xcyl ruiz Lorenzo has been in the financial services industry for over 1 year. Xcyl ruiz Lorenzo is currently registered with J.p. Morgan Securities LLC. The firm has over 262,000 clients and manages over $249 billion in assets. Xcyl ruiz Lorenzo provides financial planning, pension consulting, and portfolio management services for individuals and businesses.
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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CA
08/30/2021 - Present
J.p. Morgan Securities LLC (EMERYVILLE CA)
BC
Issued 10/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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