Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Lobo is a financial professional with over 10 years of experience in the financial industry. He currently works for J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management and a wide range of clients, including individuals, corporations, and institutions. Darryl has been with J.P. Morgan Securities LLC since October 2012. Prior to that, Darryl worked for CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC. Darryl has a broad range of experience in providing investment advice, including portfolio management, financial planning, and selection of other advisors. Darryl Lobo holds licenses and certifications in both securities and investment advisory services, demonstrating his commitment to staying current with the latest financial industry regulations and best practices.
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
FL
05/29/2014 - Present
J.p. Morgan Securities LLC (ORLANDO FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINTER PARK FL)
FL
04/21/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (ORLANDO FL)
IA
Issued 06/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative 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
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