Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas J. Wilson is a financial advisor currently registered with J.P. Morgan Securities LLC. Dallas has been working in the financial industry since December 2013, with experience at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, N.A. Dallas has a Series 7, Series 66, and SIE license. Dallas is registered with the state of Virginia for both securities and investment advisory activities. In addition to the state of Virginia, Dallas is also registered with the state of Maryland and the District of Columbia for securities activities. Dallas is a licensed professional, working with individuals, high net worth individuals, corporations and other businesses, charitable organizations, insurance companies, pension and profit sharing plans, and labor unions.
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
VA
09/25/2023 - Present
J.p. Morgan Securities LLC (Midlothian VA)
VA
10/28/2022 - 07/25/2023
WELLS FARGO CLEARING SERVICES, LLC (MECHANICSVILLE VA)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2022
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 Dallas Wilson is the right advisor for you? Invested Better is here to help.
