Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dat? Claim Your ProfileDat Le is a registered representative with J.P. Morgan Securities LLC in Houston, TX. Dat holds the Series 63, Series 6TO and SIE licenses and has been in the industry since August 2021. Dat is registered to provide investment advice in Texas. Dat specializes in various investment products including but not limited to Mutual Funds, Variable Annuities, ETFs, Fixed Annuities and 529 Plans.
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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TX
08/04/2021 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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