Unclaimed
Ximena Gonzalez is a financial professional with over 3 years of experience in the industry. Ximena is currently registered with J.p. Morgan Institutional Investments Inc., where Ximena focuses on providing investment advice to clients. Prior to joining J.p. Morgan Institutional Investments Inc., Ximena worked for J.P. MORGAN SECURITIES LLC. Ximena holds the Series 3, Series 7TO, and Series 63 licenses. Ximena is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 52 states.
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.
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.
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2
NY
03/25/2021 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
09/30/2019 - 03/26/2021
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2023
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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