Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yerel? Claim Your ProfileYerel Saldivar Morales is a registered representative with J.P. Morgan Securities LLC, working in the Hesperia, CA office. Yerel has been in the financial services industry since 2013. Yerel holds Series 6, 7, 63, and 66 securities licenses, and is licensed to provide investment advice in California and Texas. Prior to working for J.P. Morgan Securities LLC, Yerel was previously employed by several other firms including Fortus Investors, Inc., RPA Wealth Management, RPA Insurance Services, Motiv8 Investments LLC, Legacy Investment Services, LLC, Legacy Financial & Insurance Services, and Diversified Wealth Group, LLC.
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
CA
02/12/2021 - Present
J.p. Morgan Securities LLC (HESPERIA CA)
MN
07/03/2000 - 07/20/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 01/30/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2000
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
Not sure Yerel Morales is the right advisor for you? Invested Better is here to help.
