Unclaimed
Yannick Mahoro is a financial advisor registered with J.p. Morgan Securities LLC and has been in the industry since January 2020. Yannick holds Series 63, Series 6TO and SIE licenses. Yannick is registered in District of Columbia, Maryland and Virginia. Yannick specializes in providing financial planning services, pension consulting and selection of other advisors. Yannick is located at the J.p. Morgan Securities LLC branch office in Washington, DC.
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
DC
01/03/2020 - Present
J.p. Morgan Securities LLC (Washington DC)
BC
Issued 05/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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