Unclaimed
Yureily Peralta is a registered representative at J.P. Morgan Securities LLC. Yureily has been in the industry since April 2018. Yureily holds the Series 6, SIE, and Series 63 licenses. Yureily specializes in a variety of investment products and services including Mutual Funds, Annuities, Variable Life and Variable Annuities, Fixed Annuities, and Investment Advisory Services. Yureily is registered in Connecticut, New Jersey, New York, and North Carolina.
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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NC
04/25/2018 - Present
J.p. Morgan Securities LLC (Charlotte NC)
BC
Issued 04/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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