Unclaimed
Diana Devereaux is a financial advisor at J.p. Morgan Securities LLC, where Diana has been working since October 1, 2012. Diana has been in the financial industry since May 14, 2012 and has been registered in Louisiana, Texas, and Washington. Diana specializes in retirement planning, mutual funds, and options trading. Diana's previous experience includes working at Chase Investment Services Corp. from May 14, 2012 to October 1, 2012.
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
LA
10/01/2012 - Present
J.p. Morgan Securities LLC (COVINGTON LA)
TX
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEANDER TX)
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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