Unclaimed
Yolanda Garcia is a registered representative with J.p. Morgan Securities LLC. Yolanda has been in the securities industry for over 4 years. Yolanda is licensed to conduct business in Arizona, California, New Mexico, and Texas. Yolanda holds a Series 63, SIE, and Series 6TO. Yolanda is registered with FINRA and is a member of the Securities Investor Protection Corporation (SIPC).
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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AZ
06/25/2019 - Present
J.p. Morgan Securities LLC (SUN CITY AZ)
BC
Issued 07/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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