Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deatra? Claim Your ProfileDeatra J. Lee is a financial advisor with over 27 years of experience in the industry. Deatra is currently registered with J.P. Morgan Securities LLC and has held previous roles with CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Deatra's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Deatra holds the Series 6, 7, 24, 52, 53, 63 and 66 licenses. Deatra is registered in California and Ohio.
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
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
05/25/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
02/23/1996 - 11/04/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/06/1994 - 01/11/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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