Unclaimed
Xiang ci Helen Mei is a registered Investment Advisor Representative with J.p. Morgan Securities LLC. Xiang ci Helen Mei has been in the financial services industry since May 26, 2013. Xiang ci Helen Mei has been registered with J.p. Morgan Securities LLC since April 18, 2018. Before working with J.p. Morgan Securities LLC, Xiang ci Helen Mei was with CETERA INVESTMENT SERVICES LLC from August 5, 2015 until April 13, 2018. Xiang ci Helen Mei also previously worked with J.P. MORGAN SECURITIES LLC from May 27, 2013 until August 13, 2015. Xiang ci Helen Mei is licensed to sell securities in Arizona, California, Colorado, Texas, and Washington.
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
TX
04/18/2018 - Present
J.p. Morgan Securities LLC (SUGAR LAND TX)
TX
08/05/2015 - 04/13/2018
CETERA INVESTMENT SERVICES LLC (HOUSTON TX)
TX
05/27/2013 - 08/13/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
IA
Issued 11/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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