Unclaimed
Alisa Diomin is a registered representative with J.P. Morgan Securities LLC, located in Birmingham, Michigan. Alisa has been in the financial services industry since March 2019. Alisa has a wide range of experience, having worked with Morgan Stanley and Kestra Investment Services, LLC. Alisa is licensed to sell securities in all 50 states and has a Series 7TO, SIE, and Series 66 license. Alisa specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals.
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
MI
05/03/2022 - Present
J.p. Morgan Securities LLC (Birmingham MI)
CA
05/14/2019 - 05/13/2022
MORGAN STANLEY (La Jolla CA)
CA
01/30/2019 - 03/21/2019
KESTRA INVESTMENT SERVICES, LLC (Carlsbad CA)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials 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 Alisa Diomin is the right advisor for you? Invested Better is here to help.