Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlina? Claim Your ProfileDarlina Puno is a financial professional with over 18 years of experience in the industry. Darlina is currently registered with J.p. Morgan Securities LLC in Las Vegas, NV. Prior to this role, Darlina was with CITICORP INVESTMENT SERVICES in Henderson, NV. Darlina holds the Series 6, Series 63, Series 6TO, and SIE licenses and is registered to conduct business in Nevada. Darlina's areas of expertise include financial planning, portfolio management, and pension consulting.
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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2
NV
12/02/2022 - Present
J.p. Morgan Securities LLC (LAS VEGAS NV)
NV
12/14/2004 - 10/06/2006
CITICORP INVESTMENT SERVICES (HENDERSON NV)
BC
Issued 01/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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