Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Sonek-delgado is a financial advisor with j.p. Morgan Securities LLC. David has been in the financial services industry since May 2021. David is licensed to provide securities and advisory services in the state of California. David is a registered representative of FINRA and a member of SIPC. David specializes in providing financial planning, pension consulting, and selection of other advisers services. David's expertise lies in serving high net worth individuals, individuals other than high net worth, corporations, and labor unions. David's experience and dedication to client service make him a valuable resource for individuals and families seeking financial guidance.
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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CA
05/20/2021 - Present
J.p. Morgan Securities LLC (BEVERLY HILLS CA)
BC
Issued 05/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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